Industrial Risk Radar

Geopolitical tensionEmerging

US accuses more than 40 countries of helping China avoid Trump’s tariffs

▲ Rising +8%· vel 56· Updated 5h agoGlobal

White House says Canada, Japan, EU and others enabling the evasion of levies for $60bn in trade via ‘transshipment scam’

Score 77 · Immediate · Evaluate

Source:Financial Times

Energy & cost pressureEmerging

UK Economy Remains Resilient Despite Iran War and Higher Energy Prices

▲ Rising +6%· vel 62· Updated 10h agoGlobal

The UK economy grew 0.4 per cent between April and June, official data has revealed, in a sign that businesses and consumers have so far weathered the worst shocks of the war in Iran. The growth figure from the Office for National Statistics was in line with analysts’ expectations but came alongside a surprise boost of 0.3 per cent in June, ahead of forecasts. Figures for May were revised down from 0.1 per cent growth to no growth. City economists polled by Bloomberg had predicted that growth in

Score 76 · Immediate · Evaluate

Source:OilPrice

Geopolitical tensionEmerging

Trump is taxing the dark matter that pays America’s way

▲ Rising +5%· vel 54· Updated 17h agoGlobal

The administration’s tariff regime undermines the income the US receives from deploying knowledge abroad

COO: Check whether affected SKUs, customers, suppliers, or destinations require updated trade-compliance screening. Constraint: Do not generalize beyond products or routes covered by the restriction.

Score 75 · Immediate · Evaluate

Source:Financial Times

Energy & cost pressureEmerging

India Drives a Global Surge in New Coal Mine Plans

▲ Rising +6%· vel 62· Updated 18h agoGlobal

India turned into the world’s biggest coal power generation capacity builder, proposing as much as 638 million metric tons annually in new capacity last year. This was a surge from 329 million tons annually in new planned coal capacity a year earlier, and it drove an 11% increase in the global total for the year. The data comes from Global Energy Monitor, as cited by Reuters, and highlights India’s approach to energy security, which is a lot similar to China’s approach, featuring all existing so

Score 76 · Immediate · Evaluate

Source:OilPrice

Energy & cost pressureEmerging

Oil Prices Fall as OPEC and IEA Slash 2026 Demand Outlooks

▲ Rising +7%· vel 47· Updated 21h agoGlobal

Despite the ongoing stalemate in the U.S.-Iran talks and persistent risks to shipping in the Middle East, oil prices fell in Asian trading on Thursday, weighed down by cuts to 2026 oil demand forecasts from both OPEC and the International Energy Agency. Brent Crude prices dropped by 0.5% to trade below $89 per barrel at $88.56, easing from the Wednesday intraday high of over $89 a barrel, amid demand concerns and a bearish EIA inventory report. The U.S. benchmark, WTI Crude, traded 0.60% lower a

Procurement Lead: Review exposed inbound lanes and update ETA/cost assumptions for affected supplier shipments. Constraint: Limit action to suppliers or customer commitments using the affected corridor.

Score 77 · Immediate · Evaluate

Source:OilPrice

Supply chain shocksElevated

Hormuz Shipping Traffic Shows No Sign of Recovery

→ Stabilizing -13%· vel 48· Updated 4h agoGlobal

Latest trade data show no dramatic changes in the flow of trade through the Strait of Hormuz and Bab el-Mandeb.

Procurement Lead: Review exposed inbound lanes and update ETA/cost assumptions for affected supplier shipments. Constraint: Limit action to suppliers or customer commitments using the affected corridor.

Score 81 · Immediate · Evaluate

Source:gCaptain

Supply chain shocksElevated

Spot Rates Split as Tender Rejections Hold Above 13%

▼ Cooling -17%· vel 53· Updated 4h agoGlobal

Tender rejections are stuck near 13.5%, still far above a balanced freight market — but spot rates and volumes are starting to tell a more complicated story. In this SONAR update, we break down why truckload demand softened faster than expected, how intermodal is taking share from long-haul truckload, why short-haul freight still looks firm, […] The post Spot Rates Split as Tender Rejections Hold Above 13% appeared first on FreightWaves.

Procurement Lead: Review exposed inbound lanes and update ETA/cost assumptions for affected supplier shipments. Constraint: Limit action to suppliers or customer commitments using the affected corridor.

Score 78 · Immediate · Evaluate

Source:FreightWaves

Supply chain shocksElevated

AI agents can find the load. MapUp helps them determine its profitability

▼ Cooling -17%· vel 56· Updated 5h agoGlobal

Autopilot dispatchers rank freight by posted rate because nobody gave them the arithmetic. MapUp’s new MCP server prices a lane’s fuel, tolls and time in seconds. The post AI agents can find the load. MapUp helps them determine its profitability appeared first on FreightWaves.

Procurement Lead: Review exposed inbound lanes and update ETA/cost assumptions for affected supplier shipments. Constraint: Limit action to suppliers or customer commitments using the affected corridor.

Score 78 · Immediate · Evaluate

Source:FreightWaves

Energy & cost pressureElevated

Korea’s SK Shipping, H-Line Swap Tankers to Create LNG Giant

→ Stable +4%· vel 67· Updated 5h agoGlobal

South Korean shipping companies SK Shipping Co. and H-Line Shipping Co. — both owned by private equity firm Hahn & Co. — will swap tankers and contracts to create one of the world’s largest operators of liquefied natural gas carriers.

Procurement Lead: Review exposed inbound lanes and update ETA/cost assumptions for affected supplier shipments. Constraint: Limit action to suppliers or customer commitments using the affected corridor.

Score 75 · Immediate · Evaluate

Source:gCaptain

Supply chain shocksElevated

Hormuz Disruption Cuts Both Ways for Maersk and Hapag-Lloyd

→ Stabilizing -13%· vel 65· Updated 5h agoGlobal

The disruption in the Strait of Hormuz is proving both costly and profitable for container shipping, with Gemini Cooperation partners Maersk and Hapag-Lloyd reporting sharply higher operating costs alongside stronger...

Procurement Lead: Review exposed inbound lanes and update ETA/cost assumptions for affected supplier shipments. Constraint: Limit action to suppliers or customer commitments using the affected corridor.

Score 81 · Immediate · Evaluate

Source:gCaptain

Supply chain shocksElevated

Acertus expands with Fisher Shipping acquisition

▼ Cooling -20%· vel 59· Updated 5h agoGlobal

Acertus, a finished vehicle transportation provider, has announced its acquisition of Fisher Shipping. The post Acertus expands with Fisher Shipping acquisition appeared first on FreightWaves.

Procurement Lead: Review exposed inbound lanes and update ETA/cost assumptions for affected supplier shipments. Constraint: Limit action to suppliers or customer commitments using the affected corridor.

Score 75 · Immediate · Evaluate

Source:FreightWaves

Supply chain shocksElevated

Major Salvage Effort Begins for Grounded Shadow Fleet Tanker Off Oman

▼ Cooling -22%· vel 53· Updated 7h agoGlobal

Ambrey has launched a major international salvage operation for the grounded tanker Caroline Bezengi off Oman, deploying specialist personnel and equipment as crews race to stabilize the vessel amid a rapidly expanding...

Score 73 · Immediate · Evaluate

Source:gCaptain

Energy & cost pressureElevated

Oil Shocks Could Accelerate EV Adoption, WoodMac Says

→ Stable +4%· vel 40· Updated 8h agoGlobal

Oil supply disruptions, high fuel prices and faster battery innovation could give electric vehicle adoption a fresh push, with consequences for oil demand, power grids and metals markets, Wood Mackenzie said Thursday. Wars affecting oil-producing Russia and Iran have exposed governments and consumers to higher fuel prices and supply risks, creating another incentive to invest in EV manufacturing and supply chains, WoodMac said in a new report. Technology is moving quickly, too. China is making p

Finance Lead: Refresh energy-cost sensitivity for energy-intensive production steps and near-term pricing commitments. Constraint: Use current contract exposure rather than generic market assumptions.

Score 75 · Immediate · Evaluate

Source:OilPrice

Supply chain shocksElevated

Inside Univar Solutions’ Carrier Kickoff

→ Stabilizing -12%· vel 35· Updated 8h agoGlobal

FreightWaves Today broadcast live from the Westin in downtown Chattanooga, Tennessee, for Univar Solutions’ annual Carrier Kickoff event, where roughly 100 transportation providers and more than 200 attendees gathered alongside Univar Solutions’ procurement and operations leadership for a supplier conference built around the fact that relationships, not just rates, win freight when trucks get scarce. The post Inside Univar Solutions’ Carrier Kickoff appeared first on FreightWaves.

Procurement Lead: Review exposed inbound lanes and update ETA/cost assumptions for affected supplier shipments. Constraint: Limit action to suppliers or customer commitments using the affected corridor.

Score 82 · Immediate · Evaluate

Source:FreightWaves

Supply chain shocksElevated

Uber Freight confirms cyber incident after hackers claim nearly 1 million files

▼ Cooling -17%· vel 58· Updated 9h agoGlobal

The company tells FreightWaves it contained the intrusion and engaged federal law enforcement. It has not confirmed whether the hackers’ purported files are authentic or disclosed what information may be involved. The post Uber Freight confirms cyber incident after hackers claim nearly 1 million files appeared first on FreightWaves.

Procurement Lead: Review exposed inbound lanes and update ETA/cost assumptions for affected supplier shipments. Constraint: Limit action to suppliers or customer commitments using the affected corridor.

Score 78 · Immediate · Evaluate

Source:FreightWaves

Energy & cost pressureElevated

Jefferies: Diesel Cracks Reveal the Real Oil Market Squeeze

▲ Rising +13%· vel 42· Updated 9h agoGlobal

Brent crude futures held near recent highs of $90 a barrel before fading to around $87 early Thursday morning, as traders awaited progress toward reopening the Strait of Hormuz. Stalled US-Iran negotiations and tightening global fuel supplies continued to support prices and concern some top energy experts, who warn of a looming supply shock. US-Iran talks remain deadlocked to end the week as the Trump administration maintains its blockade of Iranian ports and Tehran demands compensation for war

Procurement Lead: Review exposed inbound lanes and update ETA/cost assumptions for affected supplier shipments. Constraint: Limit action to suppliers or customer commitments using the affected corridor.

Score 81 · Immediate · Evaluate

Source:OilPrice

Supply chain shocksElevated

Hormuz Stalemate Raises Risk of $120 Oil

→ Stabilizing -13%· vel 40· Updated 11h agoGlobal

For months now, traders and market analysts have had to weigh two opposing scenarios for oil prices—the ongoing war and severely disrupted oil flows at the Strait of Hormuz and hopes that a U.S.-Iran deal would free up millions of barrels of oil and refined products trapped in the Persian Gulf. For five and a half months of negotiations, threats, Iranian attacks on tankers, U.S. blockades on Iran’s oil exports, and numerous pledges of “strong responses” from both sides, oil prices have spiked an

Procurement Lead: Review exposed inbound lanes and update ETA/cost assumptions for affected supplier shipments. Constraint: Limit action to suppliers or customer commitments using the affected corridor.

Score 81 · Immediate · Evaluate

Source:OilPrice

Supply chain shocksElevated

Arctic Ice Damages Tanker as Russia Ramps Up Northern Sea Route Oil Shipments

▼ Cooling -19%· vel 58· Updated 13h agoGlobal

A tanker suffered serious damage to its hull while navigating through Arctic sea ice despite being assisted by an icebreaker, highlighting the risks facing vessels using Russia’s Northern Sea Route as Moscow rapidly expands oil shipments through the Arctic.

Finance Lead: Refresh energy-cost sensitivity for energy-intensive production steps and near-term pricing commitments. Constraint: Use current contract exposure rather than generic market assumptions.

Score 76 · Immediate · Evaluate

Source:gCaptain

Supply chain shocksElevated

Maersk Raises Outlook for Second Time This Year After Second-Quarter Profit Surge

▼ Cooling -16%· vel 36· Updated 13h agoGlobal

Danish shipping group Maersk MAERSKb.CO on Thursday smashed profit forecasts and raised its full-year earnings guidance for a second time this year as the Middle East conflict, port congestion and strong demand pushed freight rates higher.

Procurement Lead: Review exposed inbound lanes and update ETA/cost assumptions for affected supplier shipments. Constraint: Limit action to suppliers or customer commitments using the affected corridor.

Score 79 · Immediate · Evaluate

Source:gCaptain

Energy & cost pressureElevated

High Oil Prices Deliver a Windfall for China’s Coal-to-Chemicals Industry

▲ Rising +10%· vel 37· Updated 16h agoGlobal

China’s biggest coal-to-chemicals producer reported record profits for the first half, raking in the equivalent of $1.4 billion as crude oil prices soared internationally, strengthening the business case for converting coal to chemicals. Bloomberg reported today that Ningxia Baofeng Energy Group Co., which accounts for about a third of China’s coal-to-chemicals output, had an especially strong second quarter when oil prices spiked amid the Strait of Hormuz oil flows disruption. The first-half fi

Procurement Lead: Review exposed inbound lanes and update ETA/cost assumptions for affected supplier shipments. Constraint: Limit action to suppliers or customer commitments using the affected corridor.

Score 79 · Immediate · Evaluate

Source:OilPrice

Energy & cost pressureElevated

New Zealand Approves New Oil and Gas Production as Energy Security Concerns Grow

→ Stable 0%· vel 53· Updated 17h agoGlobal

New Zealand’s petroleum and mining regulator has granted a 10-year petroleum mining permit in the onshore Taranaki region as the country looks to boost natural gas supply to the domestic market. The regulator, New Zealand Petroleum and Minerals (NZP&M), on Thursday granted Matahio NZ Onshore Limited a 10-year petroleum mining permit in the onshore Taranaki region for the Puka field, a small oil and gas field discovered in 2012. Included in the permit area is the promising Oru prospect, the New Z

Finance Lead: Refresh energy-cost sensitivity for energy-intensive production steps and near-term pricing commitments. Constraint: Use current contract exposure rather than generic market assumptions.

Score 72 · Immediate · Evaluate

Source:OilPrice

Geopolitical tensionElevated

Russian ghost fleet tankers use ‘Mad Max’ nets to fend off Ukraine’s drones

→ Stable +4%· vel 55· Updated 17h agoGlobal

Defences on vessels under sanctions aim to protect against Ukraine’s vast maritime drone campaign

Score 74 · Immediate · Evaluate

Source:Financial Times

Geopolitical tensionElevated

Style war: inside Wall Street’s battle to revive J Crew

→ Stable +1%· vel 52· Updated 17h agoGlobal

High debt, management turmoil and Trump tariffs hinder Anchorage Capital’s turnaround plan

Score 72 · Immediate · Evaluate

Source:Financial Times

Energy & cost pressureElevated

South Korean Fleet Reshuffle Creates Asia’s Largest LNG Carrier Operator

→ Stable +2%· vel 37· Updated 20h agoGlobal

South Korean private equity firm Hahn & Co plans to reshuffle the liquefied natural gas tanker fleets of its shipping companies SK Shipping and H-Line Shipping to create Asia’s biggest and the world’s third-largest operator of LNG carriers. Under the agreement announced by the shipping firms’ owner Hahn & Co on Thursday, SK Shipping will receive 16 LNG carriers and their related long-term contracts from H-Line Shipping in exchange for 12 tankers, long-term contracts, and about $300 million in

Procurement Lead: Review exposed inbound lanes and update ETA/cost assumptions for affected supplier shipments. Constraint: Limit action to suppliers or customer commitments using the affected corridor.

Score 73 · Immediate · Evaluate

Source:OilPrice