Glossary · War Risk Premium

War Risk Premium: The Insurance Surcharge That Moves Your Fuel Price

Oil tanker sailing near a narrow strait at dusk, illustrating the war risk insurance premium shipowners pay to sail through the Strait of Hormuz.

The war risk premium, or Additional War Risk Premium (AWRP), is the extra insurance cost a shipowner pays when a tanker enters a Joint War Committee “Listed Area” such as the Strait of Hormuz, usually charged as a percentage of the ship’s hull value for a single voyage or a seven-day cover period. By early September 2026, Hormuz rates ran 3% to 10% of hull value, and market participants told gCaptain on 3 September 2026 that the resulting surcharge added roughly $7 to $8 to a barrel of crude. This page explains who sets that rate, how it reaches your fuel bill, and what happens when insurers simply refuse to cover the route.

1. The short answer

The war risk premium is the extra insurance cost a tanker owner pays to sail into a Joint War Committee “Listed Area” like the Strait of Hormuz, usually set as a percentage of the ship’s hull value per voyage or seven-day period, and by early September 2026 that rate stood at 3% to 10% of hull value for Hormuz transits. Underwriters do not charge a single fixed number: the rate is negotiated case by case, moves within days when the security picture changes, and adds up differently depending on the size and value of the ship.

It matters to a household in Europe or the United States because that percentage is not absorbed by the shipowner. It is added to the freight rate, and from there it moves into the price of the crude oil and refined products carried on that voyage, the same route your heating oil or diesel eventually travels.

2. Who sets it, and how it is calculated

The Joint War Committee (JWC), a body of Lloyd’s and International Underwriting Association (IUA) underwriters advised by security analysts, decides which waters count as a “Listed Area” with elevated war risk; the actual premium inside that area is then a private negotiation between individual underwriters or brokers and the shipowner, with no single published tariff (Lloyd’s Market Association; Argus Media, accessed 17 September 2026). That is why two brokers quoting the same route on the same day can report different numbers.

The Additional War Risk Premium (AWRP) is usually charged as a percentage of the ship’s Hull and Machinery (H&M) value, and it typically covers either a single voyage or a fixed seven-day period. A tanker that keeps transiting the zone, or stays inside it longer, can get back 25% to 50% of the premium as a “no-claims bonus” if nothing happens (S&P Global Commodity Insights, 30 March 2026). A separate policy, cargo war risk insurance, covers the value of the oil itself rather than the ship, and Argus Media put that at 10% to 20% of cargo value on 28 March 2026, a different base and a different number from the hull percentage above.

The Strait of Hormuz carried Listed Area status for most of 2026 at the rates shown below. The Bab el-Mandeb strait also carried it, but at a lower level, 0.5% to 0.75% of hull value through most of the year, because it is a narrower, shorter and, on the record here, less consistently attacked route (Argus Media, 28 March 2026; S&P Global, 22 July 2026).

3. How the rate moved through 2026

The table below lines up the dated readings from the record. Rates for the same period sometimes disagree because they come from different brokers quoting different ships on different days; both figures are kept rather than averaged.

DateRegionAWRP (% of hull value)Source
Before 28 February 2026Gulf / Hormuz0.15% to 0.25% (Argus); 0.1% to 0.15% (S&P Global); 0.25% (Al Jazeera, citing CNBC); 0.02% to 0.05% (Euronews)Argus Media; S&P Global, 30 Mar 2026; Al Jazeera, 3 Mar 2026; Euronews, 16 Mar 2026
1-3 March 2026GulfJump to up to 1% within 48 hoursAl Jazeera, 3 Mar 2026, citing Marsh
Mid-March 2026 (peak)GulfUp to 2.5% of hull valueS&P Global Commodity Insights, 30 Mar 2026
30 March 2026GulfAbout 1% standard, around 0.8% after no-claims bonusS&P Global Commodity Insights, 30 Mar 2026
17-19 July 2026Hormuz3% to 10% of hull valueThe National, 17 Jul 2026, citing Marcus Baker, Marsh
22-23 July 2026HormuzJump from 1%-3% to 7.5%-10%S&P Global, 22 Jul 2026; Al Jazeera, 23 Jul 2026
Early September 2026Hormuz3% to 10% of hull value, examples up to 10%Insurance Business Magazine, reported around 9 Sep 2026
Up to 3 September 2026 (cumulative)Global“40 to 60 times” pre-war levels at peaksgCaptain, 3 Sep 2026, citing Lloyd’s List analyst David Osler

These rate jumps sit next to a separate but related legal tool, force majeure, which some sellers have invoked when war risk made a contracted delivery impossible rather than merely more expensive.

4. Two disagreements worth knowing about

Sources disagree on two points that matter if you see a single number quoted as “the” war risk premium. The first is the pre-war baseline itself: Argus Media put it at 0.15% to 0.25% of hull value, S&P Global at 0.1% to 0.15%, Al Jazeera, citing CNBC, at 0.25%, and Euronews at 0.02% to 0.05%, all describing conditions before 28 February 2026. None of these figures was averaged into a single “official” pre-war rate; they are kept side by side because they come from different quoting desks.

The second disagreement is about the Hormuz peak itself. Argus Media reported on 28 March 2026 that Hormuz passage ran 5.0% to 7.5% of hull value, with peaks to 10%, illustrated by a $134 million VLCC facing a total war risk bill of roughly $65 million. S&P Global’s figure for the same broad window, published two days later on 30 March 2026, was a lower “up to 2.5%” peak in mid-March. Both figures are dated and sourced here rather than reconciled, since they may reflect different ships, brokers or exact dates within the same month.

Once a premium is set, it does not stay isolated in the shipping industry. It is added to the freight rate the shipowner charges, a mechanism our pass-through effect entry explains in general. From there it becomes one input into the diesel crack spread, the refining margin that sets the gap between crude and the diesel or heating oil price you actually pay.

5. What this means for your fuel bill

You cannot look up “the” war risk premium on any given day and convert it directly into a cent-per-litre number, because it reaches you through several layers: freight rate, refining margin and, eventually, pump or delivery price, each with its own timing. What you can do is treat a jump in Hormuz AWRP as an early warning rather than proof of anything, since the roughly $7 to $8 a barrel effect gCaptain described on 3 September 2026 was a market estimate at the height of the crisis, not a fixed add-on that applies at all times.

If you are deciding whether to lock in a heating oil or diesel price now, war risk premium news is one input among several, alongside the crude price itself and the refining margin. If insurers were to withdraw Gulf cover entirely again, as they did between 1 and 5 March 2026, expect freight and insurance costs to spike within days even before crude itself necessarily moves, since shipowners then either pay far more for replacement cover, use a state reinsurance scheme, or stop sailing the route, which is what stranded roughly 150 ships around Hormuz that week (Al Jazeera, 3 March 2026). Our buy-now-or-wait guide works through the tank-level rule for that decision. Our own fuel cost calculator lets you test what a specific crude price or premium jump would add to your own bill.

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6. What the term does not mean

The war risk premium is not a single universal number, a tax, or the whole story behind a higher fuel price. There is no official published tariff: the Joint War Committee only decides which zones count as a Listed Area, not what any given ship pays inside one, so a “10%” or “40 to 60 times” headline describes one broker’s quote for one ship on one day, not every tanker crossing Hormuz that week.

It is also easy to confuse the hull percentage described on this page with cargo war risk insurance, a separate policy covering the oil itself rather than the ship, which Argus Media put at 10% to 20% of cargo value on 28 March 2026, a different base entirely. And the premium is only one channel among several by which the Gulf crisis reaches your bill: it does not include, for example, the effect of the EU’s separate price cap on Russian oil, covered in our sanctions shadow entry, or ordinary refining margin swings that have nothing to do with insurance at all.

7. Frequently asked questions

What is war risk insurance?
It is a separate policy, on top of a ship’s ordinary hull cover, that pays out if the vessel is damaged or lost to a war-related event. The surcharge shipowners pay for it, the Additional War Risk Premium (AWRP), reached 3% to 10% of hull value for Hormuz transits in early September 2026 (Insurance Business Magazine), against 0.02% to 0.25% before the war began in February 2026.
Why are tanker rates so high in 2026?
Because insurers and shipowners are pricing in a real risk: the Joint War Committee has listed the Gulf as a war risk area since early 2026, and Hormuz transits fell to about 12 to 13 ships a day by early September 2026, from roughly 100 before the crisis (Al Jazeera, 3 September 2026), while premiums for the ships that still sail have run as high as 10% of hull value.
Does the war risk premium affect gas and diesel prices?
Yes, indirectly. gCaptain reported on 3 September 2026 that war risk premiums added roughly $7 to $8 to a barrel of crude at the height of the crisis, a cost shipowners add to the freight rate, which refiners and retailers then pass through, with a delay, to diesel and heating oil prices.
Why is my heating oil so expensive?
The war risk premium is one of several supply-side costs layered on top of the crude price itself, alongside the refining margin captured in the diesel crack spread. None of them alone explains your full bill, but all of them have moved higher together since early 2026 as the Strait of Hormuz stayed effectively restricted.
Who pays the war risk premium?
The shipowner pays the insurer directly, then recovers the cost by charging a higher freight rate to whoever is shipping the cargo, typically an oil trader or refiner, who in turn prices it into the crude or product they sell onward, which is how the cost eventually reaches a household fuel bill.
What happens if insurers stop covering the Gulf entirely?
It has already happened once: between 1 and 5 March 2026, five major insurers, Gard, Skuld, NorthStandard, London P&I Club and American Club, cancelled their Gulf war risk cover, and roughly 150 ships were left stranded around the Strait of Hormuz while owners searched for costlier replacement cover or state reinsurance (Al Jazeera, 3 March 2026).

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