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Think Tank
Supply Chains in Crisis: Page 24
Late Payments Rise as Suppliers Trade Discounts for Cash
Suppliers reported that just 37% of invoices were paid on time in 2025, down from 42% the previous year, and from 54% in 2019.
VW Looks to Cut 50K Jobs by End of Decade
VW CEO Oliver Blume told shareholders that the company's post-tax profits fell by roughly 54% year-over-year in 2025.
Airlines Face ‘Existential Threat’ From War, Deutsche Bank Says
Jet fuel prices in the U.S. have surged during the war in the Middle East — more than doubling on a year-to-date basis.
Belgian Judges Sound Alarm Over Expanding Drug Trade at Ports
Antwerp Court of Appeal President Bart Willocx warned that Belgium has become increasingly vulnerable to drug smuggling at its busiest shipping hubs.
Businesses Brace for Lengthy Battle Over IEEPA Tariff Refunds
Companies remain caught between a court ruling that invalidated the tariffs, and a government that has yet to fully acknowledge how it intends to unwind them.
Iran Conflict Sends Shockwaves Through Global Shipping, Air Freight
Marine Traffic estimates that tanker transits through the Strait of Hormuz were down by 90% between February 25 and March 4.
U.S. to Offer $20B Reinsurance Program for Strait of Hormuz Shipping
President Donald Trump had previously vowed to offer insurance guarantees and possible U.S. Navy escorts to oil tankers transiting the Strait of Hormuz.
Maersk Suspends More Container Services Due to Middle East Risks
Transport through the Strait of Hormuz remains at a near standstill as the Middle East war disrupts the vital waterway.
Qatar Has Loaded Its First LNG Cargoes Since Force Majeure
The trip still depends on navigation in the crucial Strait of Hormuz, which is effectively closed for commercial ships.
Disruption to Shipping in the Gulf Brings Record Cancellations
New import bookings have collapsed while cancellations spike, reports Dun & Bradstreet.
Reinsurers Triple Ship Insurance Costs After U.S. Torpedo Attack
If hostilities persist for another 10 days, buyback options may no longer be available.
USCIT Orders Trump Admin to Pay IEEPA Tariff Refunds
The ruling provides long-awaited clarity for businesses, given that the Supreme Court did not address the issue of refunds when it overturned the levies.
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