Video: War Drives Up Logistics Costs, Shipping Business Profits?

The Middle East conflict threatening security and shipping risks through the Strait of Hormuz is impacting the logistics and shipping services business, including cargo and tanker transport. CEO of PT Samudera Indonesia, Bani Mulia, stated that the current tensions have prompted SMDR, as a logistics and cargo service provider, to make several operational adjustments. Samudera Indonesia continuously monitors shipping routes to ensure supply security, access, and bunker fuel prices. Currently, SMDR has temporarily halted shipping routes related to the Middle East, mainly those approaching conflict areas. On the other hand, this uncertainty is pressuring shipping operators’ carrying capacity while demand remains very high. This condition is driving a surge in freight trade prices, making goods shipping costs increasingly expensive, thus creating opportunities for the logistics business to expand services. What is the impact of the Middle East war on listed shipping and logistics companies? For more details, watch the dialogue between Dina Gurning and the CEO of PT Samudera Indonesia Tbk (SMDR), Bani Mulia, in Focus On Infra, CNBC Indonesia (Wednesday, 08/04/2026).