Supply Chain Watch — 2026-08-28
Global container spot rates dipped 1% this week as Transpacific and Asia-Europe demand softened, offering slight relief against a backdrop of persistent geopolitical risks. Meanwhile, supply chain volatility has become structural, with U.S. logistics costs hitting 7.8% of GDP, prompting a shift toward resilient procurement strategies. The expiration of the US-Iran Strait of Hormuz memorandum continues to cast a shadow over Gulf shipping reliability.
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