11/09/2026
Image Line weekly news update: maritime, ports and logistics | 7–11 September
From the Strait of Hormuz to India’s rail network, here are five developments that caught our attention this week.
➡️Security remains at the top of the maritime agenda
Last week, we reported from SMM Hamburg on the industry’s growing focus on security and resilience. Events since then have shown why.
Further attacks have affected commercial vessels, and traffic through the Strait of Hormuz remains severely reduced. By 10 September, the IMO had recorded 75 confirmed incidents and 22 seafarer fatalities across the region.
This is affecting crews, routes, capacity, insurance and commercial decisions in real time.
➡️ EU carbon obligations are increasing
Shipping companies covered by the EU Emissions Trading System have until 30 September to surrender allowances covering 70% of their verified 2025 emissions, up from 40% in the first compliance cycle.
Next year, companies will have to surrender allowances covering 100% of their 2026 emissions. Methane and nitrous oxide are also now included. Although this is an EU regime, it applies to ships of any flag calling at EEA ports.
Carbon costs are becoming a bigger factor in fuel, chartering and route decisions.
➡️ UK port figures tell a mixed story
Major-port tonnage fell by 5% year on year in the second quarter, but container tonnage increased by 9%. London stood out, with container tonnage reaching a record six million tonnes.
It is a useful reminder that the headline figure does not always show where growth, demand and pressure are emerging.
➡️ India’s freight corridors are nearing capacity
India’s Dedicated Freight Corridors handled an average of 438 trains a day in August, nearly 15% more than a year earlier and around 91% of their combined capacity.
They account for only a small part of the country’s rail network but now carry more than 14% of its rail freight. A new connection to Jawaharlal Nehru Port is also improving access between the port and northern industrial centres.
It is an impressive result and a strong argument for further investment.
➡️ Road freight is feeling the pressure
The average price of on-highway diesel in the US reached $5.967 per gallon on 9 September, more than $2 higher than a year ago. Truckload rejection rates have also risen as the market approaches its peak season, indicating that available capacity is beginning to tighten.
For manufacturers and retailers, the combination of higher fuel costs, tighter capacity and peak-season surcharges could quickly feed through to transport budgets.
Those are some of the developments that stood out to us this week.
What is having the greatest impact on your part of the industry?
Photo credit: IMO