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Logistics
+6
Sep 28, 2026
•
11 min read
Shipping got cheaper. Everything after the port did not. Sector Lens: Logistics.
Industrial Manufacturing
Sep 14, 2026
10 min read
The order books are full. The factories are quiet. Sector Lens: Industrial Manufacturing.
Sourcing & Supplier Financial Health
+5
Jul 13, 2026
6 min read
The relief lasted three weeks. The premium is back.
Geopolitical & Regulatory
Jul 6, 2026
5 min read
Costs that were contingent are now contractual.
+4
Jul 1, 2026
7 min read
Week of June 30, 2026 · Energy relief lands as the Hormuz premium unwinds, freight hasn't followed.
+2
Jun 23, 2026
Issue 002 · 23 June 2026 · Ocean rates surge into soft demand · EUDR in 191 days
