Strait of Hormuz Fears vs. Forecasts
OUTLOOK Strait of Hormuz Fears vs. Forecasts / What A
SUPPLY CHAINS
Hopes that ocean rates would retreat to pre-pandemic levels are no longer even considered. Even 2023 levels look unachievable – at least in early 2025. Right now, the focus for shippers is trying to estimate how much higher freight rates could go.
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Sourcing & SUpply Chains
OUTLOOK Strait of Hormuz Fears vs. Forecasts / What A
Having navigated the ‘energy shock’, supply chains are now preparing
Oil markets are shifting away from crisis conditions, but geopolitical
AI-driven control towers are turning fragmented supply chain data into
US-China optics have improved, but the underlying trade conflict and
Despite oil surge charges, prices have not spiked. Capacity remains