Logistics & Supply Chain — Strait of Hormuz disruption ripples through global supply chains as U.S. trucking market tightens and rail consolidation talk resurfaces

Logistics & Supply Chain · 2026-04-16

TODAY'S SIGNAL — The Strait of Hormuz crisis is now generating second- and third-order effects across logistics. Bunker fuel distribution imbalances are hitting Singapore refueling hubs, carriers are repurposing stranded vessels for intra-Gulf shuttle runs, and downstream manufacturers like WD-40 are flagging 90-to-120-day cost pass-through timelines on rising oil-linked raw materials. This…