Middle East Disruption: Israel-Iran strikes and renewed Red Sea shipping threats are pushing oil higher and adding friction to global supply chains, with UN agencies warning the knock-on effects are turning into wider food security pressure. Shipping Costs: Container freight rates are spiking again across major east-west lanes as energy costs, capacity tightness, and Asian hub congestion collide, raising the bill for importers and retailers. Canal Watch: Panama Canal draft limits are returning from July 3, capping neopanamax vessel draft at 49.5 ft and reviving memories of drought-era throughput cuts. Air Cargo Expansion: Kuehne+Nagel adds a Frankfurt–Chicago pharma-focused freighter link, extending its Inspire rotation for time-sensitive healthcare and high-tech flows. Warehouse Operations: Your Retail Coach expands warehouse design consulting for retail chains, targeting fulfilment delays and stock loss tied to poor layout and slotting. Policy on Logistics Costs: Indonesia targets cutting national logistics costs to 12.5% of GDP by 2029, aiming to improve connectivity and goods distribution. Safety Tech: Dangote Cement rolls out AI, telematics, and automated inspection to reduce truck crashes and strengthen transport governance. Market Outlook: Bank of Baroda Economic Research expects FY27 private capex to broaden into logistics and consumer-linked sectors as rates and tariff uncertainty ease.