Weekly Supply Chain Report

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.

In the same period, Two oil tankers hit near the CPC terminal in the Black Sea. The main export gate for Kazakh oil is again under fire.

Elsewhere, Canada signs trade truce with China. A line independent of Trump's agenda is drawn.

Then, 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.