Red Sea/Hormuz Disruption: Oil markets and European stocks reacted to renewed shipping attacks and uncertainty over whether the Strait of Hormuz can reopen, with the IEA warning oil stockpiles are “rapidly depleting” and supply buffers are thinning. Maritime Security: Houthi attacks killed four crew on the Egyptian-owned Tihamah near Bab el-Mandeb, while the U.S. reported striking a container ship in the Gulf of Oman. Route Changes: Hapag-Lloyd and Maersk are shifting their Gemini SE4 service back to the Red Sea to cut transit times by about one to two weeks versus routing around Africa. Inland Bottlenecks: Germany’s Rhine hit new lows, stranding vessels near Kaub and forcing more freight onto rail, raising costs for chemical, steel and agriculture supply chains. Cold-Chain & Retail Logistics: UK pharmacy Boots paused home delivery of refrigerated weight-loss injections during extreme heat, citing cold-chain packaging limits. Air Cargo Security: SAL Logistics became the first Saudi firm to earn IATA SeMS Level 1 certification, boosting ground-ops security credentials. Cross-Border Freight Planning: Ukraine has started building truck waiting areas near Polish border crossings to add 470 spaces and reduce congestion. Regulatory Pressure on Supply Chains: Malaysia flagged uncertainty over tax treatment for commingled oil cargo in shore tanks at Tanjung Langsat Port, urging Customs for clear rules. Business Continuity: Amazon is reorganizing to bring air, ground and sort center teams together for middle-mile operations.