Ocean Freight Watch: Transpacific spot rates cooled slightly as peak-season momentum fades, with Asia–U.S. West Coast down 1% to $7,569 per FEU and Asia–U.S. East Coast down 3% to $9,505 per FEU, though congestion and typhoon disruptions still loom. Maritime Risk: Iran’s latest attacks on shipping are tightening the Strait of Hormuz, pushing crude back above $100 and raising fears of LNG and oil transit shocks. Canal Crunch: Panama Canal water limits are threatening up to $10B in CARICOM non-fuel imports, with daily transits capped and surcharges already hitting carriers. Rail Expansion: India approved eight railway multi-tracking projects worth ₹20,804 crore to boost freight capacity by 74 million tonnes per year by 2029-30. Energy & Storage Policy: South Africa’s rooftop solar and battery owners face a 30 Sept registration deadline with Eskom, keeping a behind-the-meter compliance fight in the spotlight. Logistics Infrastructure: Gary/Chicago International Airport opened a $24M cargo campus, aiming to build on its rail and port connectivity. Corporate Moves: Enbridge agreed a $2.55B U.S. acquisition adding pipeline and ~8.4M barrels of storage capacity via Tallgrass. Data Center Reality Check: New research warns that AI growth is driving a compounding data storage cycle, making storage economics a core constraint—not just compute. Local Governance: Gauteng’s transport committee will hold a stakeholder session in Lenasia on 10 Sept to review service delivery and community concerns. Cold Chain/Storage Permits: Moldova is moving to simplify inspections and cut permits, including steps that affect cold storage and warehousing projects.