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Analysis of what moves global trade — climate events, chokepoints, commodities, and policy — written for operators, not for headlines. RSS

· Q4 2026 · Shipping & Logistics

DR Congo's Ebola Supply Line Is Stretching From Entebbe to the Clinic Door

More than 2,000 tonnes of Ebola supplies have moved into eastern DR Congo through Entebbe and Bunia. A new strain, a 14-day vaccine clock, the rains, unpaid staff and a divided east decide how much reaches the clinics.

· Q4 2026 · Shipping & Logistics

India's Export Surge Is Draining Its 40-Foot Containers

Record August exports emptied Nhava Sheva of 40-foot boxes. Releasing boxes held behind uncleared cargo and loading US empties with light American exports bound for inland India are the nearest sources of supply.

· Q4 2026 · Energy Security

The Saudi Bypass Is Gone

Drones from Iraq shut the East-West pipeline, the only overland route around Hormuz. The line took two years to build and a decade to reach 7 million barrels a day. Rapid-repair claims meet parts, people, and security limits, and European refiners have lost their October Saudi crude.
Topic Shipping & Logistics 3 briefings
  1. The Fuel Dock Becomes the Next Shipping Chokepoint
  2. Vessel-Days Are Becoming the Scarce Asset in Global Shipping
  3. A New Sea Road to Europe: China and South Korea Move First on the Arctic Container Route
Topic Critical Minerals 1 briefing
  1. Zimbabwe's Antimony Export Restriction Turns Processing Capacity Into Strategic Power
Topic Water, Food & Agriculture 1 briefing
  1. The Colorado River Is Repricing the Southwest: Water Cuts Move Through Farms, Freight, Factories, Power and Public Health
Topic Trade Corridors & Policy 1 briefing
  1. Africa Is Building a Continental Trade System in Real Time: AfCFTA Moves From Treaty to Customs Gates, Payment Rails and Freight Corridors
Series El Niño 2026–27 13 briefings
  1. Part 1 El Niño 2026–27: Where Supply Falls, Where It Rises, and Which Corridors Carry It
  2. Part 2 El Niño's Caribbean Chain Reaction: Water Stress, Rice Stocks and Panama Limits Arrive Together
  3. Part 3 El Niño's North American Reallocation: Food, Fuel, Freight and Trade Under Pressure
  4. Part 4 El Niño Is Reordering South America's Export Map
  5. Part 5 El Niño Is Raising the Cost of Keeping Northeast Asia's Factories Running
  6. Part 6 El Niño Hits China Differently: Beijing Can Move the Shock
  7. Part 7 El Niño Is Tightening the World's Food Valves
  8. Part 8 El Niño Is Increasing the World's Need for Eurasia — Geopolitics Will Decide What Gets Through
  9. Part 9 El Niño Is Raising the Middle East's Food and Water Needs — While War Is Rewriting How Supply Gets In and Energy Gets Out
  10. Part 10 El Niño Is Arriving With Eastern Europe's Waterways Already Depleted — Just as the World Needs Its Grain Corridors
  11. Part 11 El Niño Is Arriving as Western Europe Rebuilds Its Water Reserves — While Energy and Arctic Trade Reprice the Atlantic Economy
  12. Part 12 El Niño Is Splitting Africa's Water Map — Just as the World Turns to the Continent for Food, Fertilizer, Fuel and Critical Minerals
  13. Part 13 El Niño Is Redrawing the Pacific's Water and Fishery Map — Just as Oceania Becomes More Valuable to Global Food, Energy and Critical-Mineral Supply