Deep analysis on sanctions, supply chain disruption, and geopolitical cascade effects — written for operators, not analysts.
Houthi missile attacks forced the world's largest carriers to reroute around Cape of Good Hope. 30% of global container trade took the long way around — and the cascade that followed touched every sector that moves goods.
21% of global oil transits the Strait of Hormuz. When Iran effectively closed it, Brent crude surged to $94+/bbl, Panama Canal slots hit $4M, and consumer prices in emerging markets started climbing. Here's the full cascade.
Sanctions don't stop at borders. They move through supply chains in predictable patterns — potash to fertilizer to food prices. Five layers, one sanction, and the companies at D4 never even knew what potash was.