Weekly markets update

Weekly reads on freight and commodity markets.

21 Aug 26 (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. → 14 Aug 26 (14 August 2026 | Weekly) From Warning to ExecutionThe Institutional Confirmation of the Supply Deficit and the Materialization of Triple Chokepoint Pressure → 06 Aug 26 (6 August 2026 | Weekly) The choppier the waters become, the more important it is to build better routesAs 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. →