# Transport and logistics: Chokepoints and risks

Shipping, road, rail and air freight, warehousing and passenger transport operators

Source page: https://www.materialinsights.org/industries/transport_logistics/risks/

#### Chokepoints and risks

- Maritime chokepoints: Red Sea diversions lengthened East Asia-Europe voyages by about 30% and raised container TEU-mile demand by about 11%^[1](https://unctad.org/system/files/official-document/rmt2025ch1_en.pdf).
- Carrier concentration: MSC alone runs 21.5% of container capacity and the top 10 lines about 85%, giving them pricing power when capacity is tight^[3](https://container-news.com/largest-container-shipping-companies-at-the-end-of-h1-2026/).
- Fuel price shocks: IATA forecasts fuel at 31.4% of airline costs in 2026, and fuel is 42.1% of Indian road-freight costs^[2](https://www.iata.org/en/pressroom/2026-releases/06-07-middle-east-disruptions-high-fuel-prices-halve-airline-industry-profitability/)^,^[4](https://www.outlookbusiness.com/economy-and-policy/indias-logistics-cost-pegged-at-797-pc-of-gdp-in-first-systematic-study).
- India's modal imbalance: nearly 70% of freight moves by road, raising cost and emissions versus rail^[5](https://blogs.worldbank.org/en/endpovertyinsouthasia/road-to-rail--unlocking-india-s-freight-potential-).
- Decarbonisation rules (IMO, CORSIA, EU ETS) will require costly new fuels and ships within a decade.

## Other sections

- [Overview](https://www.materialinsights.org/industries/transport_logistics/index.md)
- [Where ₹100 goes](https://www.materialinsights.org/industries/transport_logistics/cost-mix/index.md)
- [Price links with suppliers](https://www.materialinsights.org/industries/transport_logistics/price-links/index.md)
- [Example story](https://www.materialinsights.org/industries/transport_logistics/story/index.md)
- [Linked industries](https://www.materialinsights.org/industries/transport_logistics/linked-industries/index.md)
- [Value chain](https://www.materialinsights.org/industries/transport_logistics/value-chain/index.md)
- [Materials drawn on](https://www.materialinsights.org/industries/transport_logistics/materials/index.md)
- [Sources](https://www.materialinsights.org/industries/transport_logistics/sources/index.md)