Industry News & Trends
Industry News & Trends
The Red Sea’s return is the risk, not the relief
A return to Suez would release around 6% of global fleet capacity overnight. Carriers are hesitating, and shippers should model the reopening as a…
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Industry News & Trends
Why one country controls the magnets your supply chain runs on
China controls roughly 91% of rare-earth refining and 98-99% of the heavy rare earths. Ford has idled plants over it. The exposure, the prices,…
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