In the early hours of April 15, a U.S.-sanctioned Chinese tanker exited the Persian Gulf through the Strait of Hormuz, becoming the first commercial vessel to do so since the United States began enforcing a naval blockade on Iranian ports…

For much of the past two years, U.S. tariff policy faded into the background of supply‑chain planning. While tariffs remained in place, they were largely treated as a static cost rather than a dynamic variable. That period of relative stability…

For decades, cargo insurance functioned as a largely invisible component of global logistics. Premiums were predictable, coverage was broadly available, and insurance considerations rarely influenced routing or scheduling decisions. In 2026, that model has broken down. Escalating geopolitical risk, particularly…

For the past two years, the European Union’s Carbon Border Adjustment Mechanism (CBAM) has been widely described as being in a “transitional” phase. Importers reported emissions, regulators observed data flows, and no direct financial penalties were imposed. That framing is…

Port labor disruptions tend to announce themselves loudly, through strike deadlines, shutdowns, and political intervention. The current risk environment is different. In April 2026, labor issues at major U.S. ports are resurfacing quietly, without a single dramatic flashpoint, and that…