Daily Supply Chain Report
May 11, 2026 - Monday
This day, we bring together the 4 key events that entered the chronology, in date order.
PKP Cargo signed 7-year, 1.4B zloty framework deal with Polish defence ministry. PKP Cargo-Polish Army: 7-year, 1.4B zloty (~$370M) military rail framework deal.
In the same period, Ambrey: China detained 136 Panama-flagged ships in April (6.4x 2025 average). China detained 136 Panama-flagged ships in April; 6.4x the 2025 monthly average.
Elsewhere, After Qatar strikes, global helium output falls 309M cu ft/yr (14% of Qatar exports). Qatar LNG capacity -17%; helium short 309M cu ft/yr, chip supply chain at risk.
Then, Brown Watson Tracker: Iran war cost US consumers $37.6B in extra energy bills. Brown Watson tracker: $37.6B extra US energy cost from Iran war; +$286 per household per month.
