Weekly Supply Chain Report

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.

Continuing on, Iraq and Pakistan strike Iran transit deals to move oil and LNG through Hormuz. Iraq and Pakistan have secured bilateral transit agreements with Iran to ship oil and LNG from the Gulf region.

Meanwhile, UK deploys HMS Dragon + Typhoons + £115M fund to Strait of Hormuz. Following a 40+ country defence ministers meeting co-chaired by the UK and France, the UK is redirecting HMS Dragon from the Eastern Mediterranean to the Strait of Hormuz; Eurofighter Typhoons, autonomous mine-clearance drones, anti-drone systems and a £115M fund are activated.

Shortly after, US Treasury sanctions 12 individuals/entities in IRGC's Iran-China oil pipeline. OFAC designated 12 individuals/entities targeting IRGC Iran-China oil network under Operation Economic Fury.

On another front, Panama Canal priority slot auction hit record $4M per vessel. Panama Canal priority slot record: $4M/vessel; Hormuz crisis pushed energy cargoes to Panama.

In parallel, U.S. Navy's Nuclear Battleship Plan: Trump-Class BBGN Program Detailed in Shipbuilding Blueprint. Pentagon's FY2027 shipbuilding plan reveals technical details of next-generation nuclear-powered battleship featuring hy

Around the same time, Two Vessel Incidents in Strait of Hormuz: One Seized, Another Sunk. A vessel anchored off UAE coast diverted toward Iranian waters while an Indian-flagged cargo ship sank off Oman followin

In the same period, Vessel seized off Fujairah being taken toward Iranian territorial waters. UK Maritime Trade Operations reports vessel at anchor northeast of Fujairah was boarded by unauthorized personnel and is

Elsewhere, New attacks hit ships near Hormuz as Trump discusses Iran crisis with Xi Jinping. Peace talks stalled as new attacks near Strait of Hormuz highlight costs of prolonged maritime crisis.

Then, Jaguar Land Rover Profit Wiped Out by Cyberattack and U.S. Tariffs. British luxury carmaker's annual profit plunged from £2.5 billion to £14 million

Continuing on, Maryland Reaches $2.25 Billion Settlement Over Baltimore Bridge Collapse. Settlement with Dali container ship owners marks one of the largest maritime disaster agreements in Maryland's history

Meanwhile, Adani and Astro Offshore sign agreement for European subsea expansion. Adani Ports' marine platform Astro Offshore partners with Oceaneering International to enter ultra-deepwater operations

Shortly after, Indian-flagged cargo ship attacked off Oman: sank after fire, all 14 crew rescued. Indian-flagged general cargo on Somalia-UAE route was attacked off Oman; fire then sinking, all 14 crew rescued by Oman; security risk spilling outside Hormuz signals war-risk premium rises.

On another front, Louisiana's $13 Billion Commonwealth LNG Project Receives Final Investment Decision. Caturus reaches final investment decision on 9.5 mtpa LNG export terminal in Cameron Parish with $9.75 billion in projec

In parallel, Iran Seizes Chinese-Owned 'Floating Armory' Ship Near Strait of Hormuz. Hong Kong-based Sinoguards vessel taken into Iranian waters by Tehran forces; no official statement from Iranian authori

Around the same time, US Supreme Court: Freight Brokers Can Be Held Liable for Unsafe Carrier Selection. Unanimous 9-0 decision removes federal preemption shield, allowing state-level negligent-hiring lawsuits against brokers

In the same period, Greek-Operated Tanker Breaks Through Hormuz Gridlock to Reach India. The 1-million-barrel Suezmax tanker Karolos became one of the few crude shipments to cross the Strait of Hormuz, effecti

Elsewhere, Maersk announces revised import storage tariffs at Rijeka and Koper ports. Danish container carrier announces new demurrage rates for Croatian and Slovenian ports, effective from June 15 price ca

Then, Brookfield to Acquire Air Freight GSSA Giant WFC for $1.2 Billion. Brookfield Asset Management is acquiring World Freight Company, serving over 300 airlines, from EQT and PAI Partners; de

Continuing on, MicroVision Turns $33M Luminar Deal Into Trucking LiDAR Expansion. Company combines Luminar assets acquired from bankruptcy and Scantinel technology to offer cost-focused sensor solutions

Meanwhile, Iran Establishes New Transit Mechanism for Strait of Hormuz: Europe Begins Permit Negotiations. Iranian Parliament officials announce paid permit system for Strait of Hormuz transit; Chinese, Japanese and Pakistani v

Shortly after, Dry Bulk Carrier Hayriye Ana Towed to Ambarlı After Engine Failure in Marmara. The 118-meter vessel lost propulsion off Beylikdüzü and was safely towed to anchorage by tugboat under pilot supervision

On another front, US Allows Russia Oil Sales Waiver to Expire Despite Tight Market Conditions. Trump administration lets waiver lapse that enabled purchases of Russian crude, even as Iran conflict tightens global oi

In parallel, USS Ford Strike Group Earns Presidential Unit Citation After Historic 326-Day Deployment. America's newest aircraft carrier completed one of the longest deployments since Vietnam War as fleet shortage stretched

Around the same time, China Imposes Administrative Fines on MSC, CMA CGM and Hapag-Lloyd for Freight Rate Violations. China's Ministry of Transport has fined nine international container carriers and seven NVOCCs for violating freight rat

In the same period, Port of Tuticorin Launches Tender for 420,000 TEU Container Terminal. V.O. Chidambaranar Port Authority issued global tender to transform Berth No. 7 into container terminal with USD 540 mil

Elsewhere, MV Marquise Hit Off Ukraine Transits Istanbul Strait Under Security Escort. Cameroon-flagged Marquise vessel struck by drone attack off Ukraine transited Istanbul Strait under security protocols,

Then, Ukraine drone attack kills 3 in Moscow region; 556 drones downed in war's biggest barrage. Governor Vorobyov reported 3 civilian deaths; Russia said 556 Ukrainian drones were downed overnight, with Moscow airports briefly closed.

Continuing on, South Korea Government Orders Emergency Arbitration for Samsung Strike: $667M Daily Loss Risk. Prime Minister Kim Min-seok announced all options including emergency arbitration will be deployed against strike threat

Meanwhile, Drewry WCI Jumps 12% as Asia-Europe and Transpacific Rates Surge. Shanghai-New York freight rates rose 14% as carriers tighten the market through capacity management and additional surch

Shortly after, Suezmax Tanker With Iraqi Crude Reaches India After Hormuz Transit. The Suezmax tanker Karolos loaded at Basra crossed the strait fully laden as daily commercial transits remain far below