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Pacific Basin’s Fruergaard: brace for more disruption, not less

  • Chief executive Fruergaard expects disruption to be permanent, with three big chokepoints compromised simultaneously and buyers abandoning lean supply chains for resilience
  • Pacific Basin will not add new Red Sea voyages after renewed Houthi attacks and will take ‘wait-and-see’ approach to Strait of Hormuz
  • Supply chain disruptions keep freight rates elevated despite softening trade volumes, with Pacific Basin posting $105m first-half profit
  • Fruergaard says seafarer safety is ‘what keeps me awake, citing crew detained for years in South America and deaths in conflict zones

Shipping companies are operating in a world where clear rules may never return

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