Supply Chain & Logistics.
The supply chain desk holds standing watch on the corridors and carriers that move global trade: transit authority and war-risk pricing at the maritime chokepoints, the fleets and subsea infrastructure sanctions touch, and freight and inland-corridor exposure as coverage expands beyond the sea lanes.
Chokepoint transit authority and war-risk pricing, sanctions-touched fleets, subsea infrastructure, and freight exposure as coverage expands inland.
PUBLISHED WHEN THE EVIDENCE SUPPORTS A JUDGMENT.
Two chokepoints lost half their oil. One route around a continent absorbed it.
Crude oil and petroleum liquids transiting each chokepoint, million barrels a day. Bab el-Mandeb and the Suez and SUMED route each carry roughly half what they carried in 2023. Traffic around the Cape of Good Hope rose by about 3 million barrels a day. The oil did not stop moving. It went the long way, and someone is paying for the extra days at sea.
Every report this desk has published.
THE DESK CODE IS SCL, AND EVERYTHING PUBLISHED FROM NOW ON CARRIES IT. NOTHING ALREADY PUBLISHED IS RENUMBERED.
| NO. | DATE | REPORT | STATUS |
|---|---|---|---|
| AIG-MAR-26-002 | 2026-06-03 | The Attribution GapHow the West's Subsea Infrastructure Became a Politically Costless Target, the Repair-Fleet Constraint No One Has Re-Priced, and W | CURRENT |
| AIG-MAR-26-001 | 2026-06-01 | The Re-Priced CorridorSovereign transit authority, the $40 billion backstop no one is using, and what the Hormuz reopening actually costs. | PERISHABLE |
Turn this coverage into a decision.
The published record is the visible output of standing collection. Commission the desk against your book, fleet, or position, and the same discipline reports to you alone.
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