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주간 마켓 업데이트
운임·원자재 시장 주간 노트.
26.08.21
(21 August 2026 | Weekly) how long do you think the war will last. (Feat. KBS)
On KBS this week, “How long will the Iran war last?” Developing your own view on that question can be extremely useful when planning what comes next.
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26.08.21
[8월21일 | 주간리뷰] 97%의 침묵 — 해협 없이 사는 법과 곡물 톤마일 혁명
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26.08.14
(14 August 2026 | Weekly) From Warning to Execution
The Institutional Confirmation of the Supply Deficit and the Materialization of Triple Chokepoint Pressure
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26.08.14
[8월14일 | 주간리뷰] 경고에서 실행으로
2026년 32주차 업데이트. 공급 적자의 제도적 확인과 요충지 3중 압박의 현실화
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26.08.06
[8월6일 | 주간리뷰] ‘퍼펙트 스톰’의 공식화
2026년 31주차 업데이트. 식량 인플레이션 경고와 10년 구조적 전망의 부상
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26.08.06
(6 August 2026 | Weekly) The choppier the waters become, the more important it is to build better routes
As supply chain disruption becomes the new normal, companies are increasingly seeking alternative routes and sourcing strategies. Yet these solutions often create new layers of complexity, adding distance, inefficiency, and cost—and ultimately contributing to broader inflationary pressures.
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