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Think Tank
Global Trade & Economics: Page 16
Maersk Boosts Outlook on Stronger-Than-Expected Container Demand
Ranges for both underlying EBITDA and EBIT were increased, topping analysts estimates, and free cash flow will also be better than previously expected, Maersk said.
Report: Race for Critical Minerals Risks Global Disruptions
Governments acting independently to build strategic reserves of critical minerals risk driving up prices, worsening shortages and increasing geopolitical tensions.
Why 2026 is Testing Global Supply Chains Like Never Before
The events of the past six months suggest that supply chain resilience is measured by how quickly companies can adapt to uncertainty while continuing to keep goods moving.
China Imposes Export Controls Against 40 Japanese Firms
A spokesperson for the Japanese government labeled China's new export controls as "unacceptable and extremely regrettable."
EU Joins 'Pax Silica' AI Supply Chain Initiative
The commission signed onto the declaration on June 25, weeks after it adopted sweeping legislation to strengthen Europe's supply of semiconductors and AI technology.
Trump’s U-Turn on Iran Sanctions Would Unravel Decades of Curbs
The 14-point memorandum of understanding signed by the U.S. and Iran on June 17 includes the removal of all U.S. sanctions on Iran on “an agreed upon schedule.”
U.S. Goods Trade Deficit Widens to Biggest in More Than a Year
Data showed large declines in exports of both the volatile consumer goods category and capital goods, which in April had advanced to a record high.
Traffic Flows Through Hormuz Despite Shock Ship Attack
The U.S. is leaning on Oman, which also borders the strait, not to create a joint tolling system with Iran.
Little Relief from Soaring Spot Rates, Xeneta Says
Shippers should not expect more ocean carrier capacity to translate into falling freight rates.
Hormuz Highlights How Maritime Risk Assessment Needs to Change
Risk and compliance teams are no longer only asking whether a vessel transited Hormuz; they are asking whether that transit can be documented, explained and defended
Ship Struck in Hormuz as Oil Supertankers Turn Back Again
Two key exit routes through Hormuz have emerged over the past several weeks because the normal one through the middle is thought to have been mined.
Iran Blocks IMO Plan to Evacuate Trapped Ships, Seafarers
The proposal, backed by Oman, was potentially the first phase of a wider Omani proposal to consult on setting up a new management system for the strait.
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