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Think Tank
Global Trade & Economics: Page 41
Iran Conflict Creates Layers of Uncertainty Across Middle East
Economists caution that the broader risk lies less in surging oil prices, and more in how that interacts with other mounting geopolitical pressures.
World’s Top Container Carriers Revise Sailings to Avoid Mideast
Some carriers are canceling bookings temporarily, skipping some port calls, warning of delays and implementing surcharges.
Colombia to Hit Ecuador With 50% Tariffs on Hundreds of Items
The move was in retaliation to Ecuador’s announcement that it would increase tariffs on imports from Colombia to 50% starting March 1.
Supply Chain 2026: Five Predictions That Will Define the Year Ahead
Agility and execution matter as much as forecasting.
Insurance Clubs to Halt Ship War-Risk Cover in Persian Gulf
Some P&I clubs are expected to issue similar cancellation notices to those published by other members of the International Group on March 2.
Major Threat to Supply Chains as Scope of U.S.-Iran War Widens
Update from the
Guardian
:
Strait of Hormuz closed
, Iran's Revolutionary Guards says.
U.S. Manufacturing Grew, Input Costs Soared Before Iran Attack
Higher energy prices, if sustained, may give producers little choice but to raise prices for their business customers and consumers, says the Institute for Supply Management.
How Trump’s Tariffs Are Triggering a Redrawing of Global Trade Alliances
President Trump’s firehose of tariffs promises to trigger a wholesale realignment of global trade alliances.
Trump Administration Seeks Delay in Tariff Refund Fight
The administration accused companies of pushing for a speedy schedule out of an “apparent desire to be the center of attention” in the future proceedings before the trade court.
Shipping Lines Cut Mideast Routes Posing Risk to Trade Flows
Hapag-Lloyd on March 1
announced
a “war risk surcharge” of $1,500 per 20-foot container, effective March 2. France’s CMA CGM SA will charge $2,000.
Oil Tankers Avoiding Vital Hormuz Strait After U.S. Bombs Iran
The Strait is one of the most important focal points at times of tension with Iran, because a fifth of the world’s seaborne oil and liquefied natural gas goes through it each day.
Stellantis CEO Sees Return to Profit in North America Region
The group expects stable to positive vehicle prices in the U.S. this year, as carmakers price in tariff costs.
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