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05.06.26 - 12:18
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Alarming Supply-Chain Stress Sends Transport Cost Soaring, Fueling Inflation Fears (ZeroHedge)
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Alarming Supply-Chain Stress Sends Transport Cost Soaring, Fueling Inflation Fears
Nearly three weeks ago, UBS analyst Pierre Lafourcade reactivated his desk's supply-chain watch coverage after stress across global supply chains was "rising at its fastest pace since the early pandemic." That warning is now increasingly getting louder by the week, with ongoing disruptions around the Hormuz chokepoint and the resulting energy supply shock, pushing up input, freight, and other logistics costs across the global economy.
Weeks after Lafourcade's warning, which can be read here, the May 2026 Logistics Managers' Index Report showed transportation costs surging to the highest level in the index's nearly 10-year history, while transportation capacity fell and transportation utilization remained elevated.
"Supply chains have been resilient despite these ongoing disruptions. However, in the past this level of elevate cost has eventually led to significant levels of supply-driven inflation," the repor...
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05.06.26 - 08:36
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No jet fuel shortage in Europe, transport chief says, despite Middle East conflict – business live (The Guardian)
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Rolling coverage of the latest economic and financial newsUK shoppers return to high street as warm weather brings respite from shadow of warGreater numbers of UK consumers went shopping last month as spring sunshine brought welcome relief to retailers, which have faced a squeeze on spending since the US-Israel war on Iran.Figures from the British Retail Consortium (BRC) and a separate survey by the accountancy firm BDO showed a bounce-back in footfall during May, reversing a sharp decline in April.“There is currently no jet fuel shortage in Europe. We have no signs that we will have a shortage in the coming period.”“This is why we see that some airlines are choosing to cancel some of their routes that didn't make any economic sense.” Continue reading......
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05.06.26 - 07:18
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Shipping′s ′Biggest Geek′ Charts 40,000-Mile Africa Road Trip (Bloomberg)
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At nearly 40 years old, Lars Jensen's Volkswagen camper van appeals to him mostly for its lack of modern features. The vehicle he calls “Sally” is just the right rig to drive around Africa over the next 18 months to explore the world's most promising supply chain frontier....
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