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Think Tank
Supply Chains in Crisis: Page 8
Record-High U.S. Fuel Exports Are Straining Domestic Stockpiles
Stockpiles of diesel and other fuels have dwindled to the lowest seasonal levels in years, which may test the U.S.’s capacity to continue being supplier of last resort.
Supply Chains Brace for Looming Threat of Super El Niño
The warning signs are already clear enough that businesses should begin evaluating where their supply chains remain most exposed to climate risks.
Hormuz Sees Biggest Day of Attacks Since U.S.-Iran Peace Deal
The spate of incidents is a reminder of the continued risks to ships crossing through Hormuz, even with military forces protecting vessels crossing by a route near Oman’s coastline.
U.S. Revokes Authorization for Iranian Oil Sales
The U.S. had issued what was supposed to be a 60-day authorization in late June, as part of a tenuous peace agreement with Iran to reopen the Strait of Hormuz.
Hormuz Strike Threatens Progress on Europe’s De-mining Mission
Industry groups have cautioned that even though a ceasefire between the U.S. and Iran remains in place, the presence of mines is a major risk for ships.
Forced Labor Laws Become a Growing Supply Chain Risk
U.S. Customs detained 42,000 shipments worth nearly $4 billion under the Uyghur Forced Labor Prevention Act between June 2022 and February 2026.
Cuba Power Grid Collapses as Fuel Crisis Hits Breaking Point
Cuba's energy minister said in mid May that the country had run out of oil and diesel, and warned that the island's energy system had reached a "critical state."
Hormuz Uncertainty the 'Key Domino' for Supply Chains to Close Out 2026
The tenuous peace agreement between the U.S. and Iran poses the biggest supply chain threat moving forward, warns Oxford Economics.
Container Carriers Eye Return to Red Sea Route
The two carriers said they’re redirecting a service that links the southern Mediterranean with China through the Red Sea and Suez Canal.
Port of Charleston to Pause Operations at Leatherman Terminal
SCPA noted that this represents a short-term decision, although it's unclear when the Leatherman terminal might reopen down the line.
Iran Warns Tankers to Use Only Approved Hormuz Routes
Iran's joint military command issued the warning on July 2, a day after U.S. and Iranian diplomats met with mediators in Qatar.
Shipping Rates Surge as Peak Demand Builds Early
Transpacific shipping rates to the West Coast have more than doubled since mid-May, while Asia to Europe rates have been up 70-80%.
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