Supply Chains
30 briefs tagged Supply Chains, across every topic.
- 01World Affairs
Hormuz in October: Twelve Attacks in One Week and What Shipping Does Next
UKMTO logged twelve attacks on commercial vessels around Hormuz between October 5 and 11, six of them on October 11 alone. Reported war-risk claims have topped…
- 02World Affairs
Taiwan Weighs Criminal Penalties for AI Chip Smuggling: Export Control Goes Local
Taiwan is weighing criminal penalties for AI chip smuggling and a shift from entity lists to market-wide controls on China. Today, suspects are charged with…
- 03Economics
Europe's Gas Problem Returns: Underfilled Storage and the Highest Prices Since 2023
EU gas storage stood near 73% on October 7, about 16 to 17 points below the 90% seasonal norm. TTF futures near EUR 80 to 84 per MWh are the highest since…
- 04Economics
Gasoline Inflation: How an Energy Shock Hides Inside a 3.7% CPI
US consumer prices rose 3.7% in the year to September, but core inflation was 2.6%. Gasoline, up 9.1% in the month, accounted for over half of the monthly…
- 05World Affairs
War-Risk Premiums: How Insurers Price a Chokepoint
War-risk quotes for Saudi-linked tankers at Yanbu rose from under 1% of vessel value in July to about 3%, with up to 7% at Jizan. Insurance prices can ration…
- 06World Affairs
Diesel, Waivers and Sanctions: The Russia Energy Question in Washington
A US Treasury license issued October 9 allows Russian diesel imports until April 7, 2027. It follows diesel prices near record highs ahead of the November 3…
- 07World Affairs
Rare Earths and Aircraft Parts: Export Controls Become Bargaining Chips
Some Chinese rare earth suppliers have stopped shipping to US buyers despite licenses, and the US has slowed aircraft parts exports to China. Each side is…
- 08Economics
Cobalt, Copper and Lithium: Critical-Metal Prices and the DRC Export Squeeze
The IEA says cobalt prices rose about 130% after the DRC's export quota, and lithium more than doubled, while lithium investment fell around 40%. High prices…
- 09Economics
Texas Audits the Queue: When Power Becomes the AI Bottleneck
Texas Governor Greg Abbott ordered an audit of data center projects in the ERCOT interconnection queue, which his office puts at more than 474 gigawatts. How…
- 10World Affairs
Iran's Stated Shift to an Offensive Posture: The August Stalemate Over Hormuz
Iran's shift to an offensive posture on August 17, 2026, follows a diplomatic deadlock after the United States declared the June 17 memorandum of understanding…
- 11AI & Data
Who Pays for the Data Center? State Cost Laws, Tax-Credit Pauses and New York's Moratorium
State legislatures are shifting from incentive-based models to cost-responsibility frameworks, mandating that high-load data centers cover the full expense of…
- 12AI & Data
The AI Memory Crunch: How Data-Center Demand Is Repricing DRAM for Everyone Else
Massive demand for high-bandwidth memory in data centers is creating a supply squeeze for standard DRAM, driving 1Q26 price increases of up to 100% for…
- 13Economics
Euro Area Inflation Reaches 2.9 Percent in July: Energy Up, Core Steady
Headline inflation in the Eurozone held at 2.9 percent in July, as a significant surge in energy prices offset a continued decline in core inflation rates…
- 14Economics
The Euro Area Beats the Energy Shock: A 0.4 Percent Second Quarter
The Eurozone's 0.4 percent GDP growth in the second quarter of 2026 suggests a resilience to energy market disruptions caused by the US-Iran conflict, despite…
- 15Economics
Section 122 Expires and Section 301 Takes Over: The Tariff Wall Rebuilt on New Legal Ground
Section 122 tariffs expired on July 24, 2026, making way for new Section 301 duties that utilize a compliance-based rate structure for 60 economies.
No posts match those filters. Try a broader search or clear the filters above.