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Think Tank
Supply Chains in Crisis: Page 17
Dual Hormuz Blockade Cuts Ship Transits to Near Zero
Oil is trading above $100 a barrel after efforts to resume peace talks stalled, leaving Hormuz almost impassable.
California’s Jet Fuel Stock at Three-Year Low
The West Coast is characterized as a “fuel island” because it’s not connected by pipelines to the rest of the country.
Higher Diesel Prices Likely to Persist, Even if Iran War Resolves Quickly
The Persian Gulf produces oil that is particularly well-suited to refining to diesel and jet fuel, and supplies were already tight before the war.
India Expands Russian Ship Insurance Access to Keep Oil Flowing
India expanded the pool of approved Russian providers, alleviating the shortage of insurers to provide the liability coverage tankers carrying Russian oil need to legally enter its ports.
Lufthansa Cuts 20K Flights to Save Jet Fuel
The company said the announcement signals a capacity decrease of less than 1% in available seat kilometers.
Pricier Condoms Show War Is Impacting Cost of Nearly Everything
The surge in condom costs underscores how the Middle East war is disrupting virtually every aspect of life for consumers.
War Shortage of Helium Looms for Hi-Tech Manufacturers, Others
There are only 14 helium refineries worldwide, and helium
supply was already rapidly shrinking
before the current interruptions to sources in Qatar.
IMO Prepares Hormuz Evacuation Plan for Hundreds of Ships
Around 800 ships remain stuck in the Persian Gulf after traffic through the Strait of Hormuz slowed to a trickle following the outbreak of the war.
Alaska Airlines Withdraws Profit Forecast as Fuel Crisis Deepens
Alaska Airlines is bracing for a $600 million increase in its fuel costs for the second quarter of 2026, and expects to pay as much as $4.75 a gallon in April.
U.K. Gas-Pump Thefts Skyrocket as Prices Rise
Since the conflict began, the cost of filling a typical family car with petrol has risen by £14 ($18.20), while a typical tank of diesel has gone up by about £27.
Carney: U.S. Ties Now a Weakness Canada Must Fix
"The U.S. has changed, and we must respond," Carney said in a 10-minute address posted to YouTube.
Airlines Cancel Flights, Request Emergency Funds
There are growing concerns that other airlines worldwide may reduce services as aviation fuel costs climb because of the war in Iran.
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