Supply Chain
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Weaponizing Hormuz: Iran’s Toll and the Petrodollar at Risk
A deep dive into Iran’s $2M Strait of Hormuz toll. From comparing costs with the Suez and Panama Canals to analyzing the threat to the petrodollar, find out what this means for global oil prices and inflation. Continue reading
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MASGA Realized: Decoding America’s Maritime Action Plan
The White House’s new Maritime Action Plan marks the dawn of ‘MASGA.’ We decode the 4 pillars—including the controversial Universal Cargo Fee and the ‘Bridge Strategy’ for allies—and analyze their impact on inflation, defense stocks, and the global supply chain. Continue reading
