Commercial Disruption Alert - 10 Sept 2026 - East Asian Ports
Repeated typhoons disrupt East Asian ports, delaying vessels and weakening schedule reliability.
Topic
Analysis
Analysis, reports and commentary from Power & Corridors connected to this topic.
Analysis
Somali Piracy Is No Longer a Coastal Problem
Somali piracy expands offshore as hijackings, motherships and hostage-taking intensify across region.
Maritime
The Bottleneck Has Moved Ashore: Why Port Congestion Is Becoming Structural
Container shipping has added ships. The harder problem is increasingly what happens when they reach land
Analysis
The Makkah Pact: Building Security Around the New Geography of Trade
Makkah links collective defence with trade corridors, infrastructure, industry and regional power.
Aviation
From Air Hub to Aerospace State: The UAE Moves Up the Aviation Supply Chain
Tim Clark’s call for manufacturers to establish operations in Dubai reflects a broader UAE strategy to localise aircraft production, expand maintenance capacity and strengthen the aviation systems supporting trade, food security and economic growth.
Analysis
From Strategic Redundancy to Systemic Resilience: Rethinking the Economics of Energy Security
Energy security requires strategic redundancy, diversified corridors and shared infrastructure to withstand interconnected maritime disruption.
Analysis
When Sea Routes Fail, Cargo Takes Flight
MSC’s investment in next-generation freighters, foreign carriers’ reluctance to return to the Gulf and Emirates’ rapid expansion reveal how disruption is redrawing the global freight network.
Analysis
From Maritime Passport to Houthi Clearance: AIS Enters Its Next Phase
The passage of Chinese-owned tankers through Bab el-Mandeb suggests that political identity, cargo declarations and direct clearance are becoming part of an informal maritime access system.
Maritime
China’s Arctic Shipping Ambition Is Moving From Experiment to Network
China’s scheduled Arctic service transforms seasonal access into a developing logistics network.
Geopolitics
Groundhog Day in Hormuz: The Strait Is Open, but the Fight Is Over Who Controls It
Hormuz remains open, but control, revenue and authority are now contested.
Analysis
The Strait of Hormuz's Paradox: When Strategic Leverage Becomes a Strategic Liability
Weaponising Hormuz accelerates alternative corridors, gradually eroding Iran’s greatest strategic leverage.
Analysis
IMEC and the New Geography of Corridor Resilience
IMEC’s future depends on resilient networks, not one vulnerable trade route.
Analysis
The Jones Act Debate Is Really About America’s Maritime Capacity Problem
Jones Act waivers expose America’s deeper maritime capacity and shipbuilding weakness.