A P Moller Maersk AS Class B

MAERSK B: XCSE (DNK)

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A Scenario Analysis of the Impact of Iran War on Global Shippers Maersk and Hapag-Lloyd

Ben Slupecki

Apr 1, 2026

The war in the Middle East and risk of attacks in the Red Sea have led global shippers Maersk and Hapag-Lloyd to reroute around the Cape of Good Hope. We look at multiple scenarios regarding the conflict's duration and current valuations.

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A P Moller Maersk AS Class B

A Scenario Analysis of the Impact of Iran War on Global Shippers Maersk and Hapag-Lloyd

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