Monthly Supply Chain Report
January 2026
This month, we bring together the 9 key events that entered the chronology, in date order.
US sanctions Chinese companies and tankers with Venezuela links. The Caracas-Beijing oil link tested with targeted sanctions.
In the same period, China bans dual-use item exports to Japan. A new tension line in the technology supply chain.
Elsewhere, Drone strike on Greek tanker at Black Sea CPC terminal. Drone attack on a Greek-flagged tanker loading at the CPC terminal threatens Black Sea crude flows.
Then, Two oil tankers hit near the CPC terminal in the Black Sea. The main export gate for Kazakh oil is again under fire.
Continuing on, Canada signs trade truce with China. A line independent of Trump's agenda is drawn.
Meanwhile, China customs blocks NVIDIA H200 chip imports. Chinese customs blocked H200 imports; over 1 million orders were suspended and Beijing warned domestic tech firms not to buy unless absolutely necessary.
Shortly after, Doyon 26 oil rig toppled at Alaska North Slope. Doyon Drilling rig collapsed, raising disruption risk for a key share of US oil output.
On another front, EU adds Russia to money-laundering blacklist. Under Kallas, the EU adds Russia to its high-risk list, putting financial ties under additional scrutiny.
In parallel, Trump signs order threatening tariffs on countries selling oil to Cuba. Pressure on Cuba's energy chain ratchets up again.
