Europe Turns to Canadian LNG Amid Iran Conflict
Europe Eyes Canada LNG as Iran War Rewires Energy Routes. If & when, Hormuz reopens, how much business will Canada retain. Supplier diversification and supply chain risk mitigation. A lesson leaned? https://t.co/WXCrXRH8SW
China Cuts African Tariffs, Contrasting US Stance on Rare Earths
China removing tariffs from Africa imports. The opposite of the US. And the rare earths?
China Blocks Access to Disputed South China Sea Shoal
China Moves to Block Entrance to Disputed South China Sea Shoal, Images Show. More maritime disruption. This time—China. https://t.co/I1J3yAmVcK
SME Truckers Hit Harder by Diesel Costs, Bankruptcy
Small trucking and logistics firms. Bankruptcy. Comments on these firms should differentiate SMEs vs big firms. Price each pays for diesel, for example.
Hormuz Disruption Slashes Global Oil Flow, Tanker Trade Falters
Global Oil Flows Plunge as Hormuz Disruption Chokes Tanker Trade. A narrow take of what is happening. https://t.co/mROsy4L0Hr
US Blockade Takes Effect, First Ships Turned Back
U.S. Declares Blockade Effective as First Ships Turned Back from Iranian Ports. When will the Strait be open with ships and cargo flowing securely both ways? https://t.co/D3uHFpWCMS
Free Seas Persist; Maritime System Reshapes Under Pressure
“Free Seas” Are Not Unraveling — But the System Is Changing Under Pressure. Security. Cost. Reliability. Transit and transit time. Each event is not recognized as part of a global maritime & supply chain change. Instead silly terms like resilience....
US Ends Iran Oil Waiver, Escalates Blockade, Threatens Peace Talks
U.S. Will Let Iran Oil Waiver Expire as Blockade Tightens Grip on Global Flows. What will this do to peace negotiations? https://t.co/RyO97zrsi0
Don't Cut China Supply Chain; De‑risking Brings Consequences
China. Do not reduce your China supply chain. Or face the consequences. The risk of de-risking.
U.S. Blockade Hits Hormuz; China, Russia May Intervene
All Eyes on Hormuz as U.S. Maritime Blockade on Iran Enters Enforcement Phase. What happens when Chinese and Russian ships show up? https://t.co/orWD3pBD3c
Fewer Direct Container Routes, Hubs Boost Carriers, Frustrate Shippers
Container shipping. There became fewer container lines. While they shifted to transshipment hubs--borrowing from airlines on reducing direct flights. Carrier benefits vs customer frustration.
China Demands Free Strait Navigation Despite Allied Blockade
China wants “unobstructed navigation” thru the Strait. There are two parties blocking Hormuz. China is an ally of one of them.
US Navy to Block Iranian Port Shipping After Failed Talks
US Military To Block Ships From Iranian Ports After Talks Yield No Agreement. Was it naive to think a deal would be reached in one negotiation meeting? https://t.co/5WmWdmbEpQ
Freeing Stuck Vessels Key to Hormuz Security
Strait of Hormuz. Achieve maritime security. First the ships stuck in the Strait must leave. Where are the ships waiting to enter. Resetting is not like flipping a light switch.
Iran Rejects US Terms, Strait Future Uncertain
Is Iran has not accepted our terms a negotiation? Now what? Leave the Strait under Iran control? Escalating the war to get the Strait? Can that be done?
