Monthly Supply Chain Report
November 2025
This month, we bring together the 14 key events that entered the chronology, in date order.
Singapore and South Korea Sign Agreement to Establish Green and Digital Maritime Corridor. Singapore and South Korea Sign Agreement to Establish Green and Digital Maritime Corridor
In the same period, Maersk Shekou Collision Reveals Chain of Bridge Communication Failures. Maersk Shekou Collision Reveals Chain of Bridge Communication Failures
Elsewhere, 'ATSB: Bridge Team Coordination Failures Found to be Decisive in Leeuwin II Collision. 'ATSB: Bridge Team Coordination Failures Found to be Decisive in Leeuwin II Collision
Then, Pirate attack on Stolt tanker off Somalia. Armed clash reported; risk returns to Indian Ocean routes.
Continuing on, Bulgaria and North Macedonia Sign Official Agreement for First Railway Border Crossing. Bulgaria and North Macedonia Sign Official Agreement for First Railway Border Crossing
Meanwhile, Mitsubishi HI signs Turkmenistan ammonia/urea deal. A major new fertilizer supply source in Central Asia.
Shortly after, Houthi attacks pause — risk persists. Tension eases but Red Sea risk perception remains high.
On another front, Ukrainian strike halts 2% of global oil supply at Novorossiysk. Drone strike on the Russian port cut crude loadings.
In parallel, Bangladesh Formally Approves 550 Million Dollar Laldia Terminal Concession Agreement. Bangladesh Formally Approves 550 Million Dollar Laldia Terminal Concession Agreement
Around the same time, Will US–EU Pharma Tariffs Restore Domestic Production?. Will US–EU Pharma Tariffs Restore Domestic Production?
In the same period, Crude Oil Loadings Delayed 2–3 Days at Novorossiysk Following Ukrainian Attack. Crude Oil Loadings Delayed 2–3 Days at Novorossiysk Following Ukrainian Attack
Elsewhere, NTSB: a single loose cable caused the Dali collision. Technical report on the Francis Scott Key bridge tragedy is out.
Then, CMA CGM Resumes Limited Commercial Operations in Russia. CMA CGM Resumes Limited Commercial Operations in Russia
Continuing on, Emergency Response Launched Following Attacks on Two Tankers in the Black Sea. Emergency Response Launched Following Attacks on Two Tankers in the Black Sea