Strait of Hormuz Watch: Qatar’s LNG tankers pushed into the Hormuz corridor even as Iran again claimed closures, while shipping traffic stayed choppy and insurers moved to add war-risk capacity—highlighting how quickly route uncertainty feeds into freight planning and energy costs. Energy Markets: Brent slid after US-Iran talks in Switzerland raised hopes for waivers and easing supply fears, but traders still priced in geopolitical risk and possible renewed disruptions. Marine Risk Insurance: Lloyd’s launched a dedicated war-risk consortium for Hormuz transits, adding up to $200m hull and $200m P&I capacity plus cargo cover. Warehousing & Automation: FAST Logistics opened a new Davao cross-dock hub to strengthen Mindanao distribution, while Datalogic rolled out a rugged mobile computer aimed at cutting warehouse downtime. Circular Economy Funding: Recykal raised $23m to scale deposit return systems and expand internationally. AI & Logistics Tech: China unveiled measures to boost AI adoption across consumer markets, including e-commerce and logistics, as defense agencies also emphasized sovereign data and AI for readiness. Decarbonization Shipping: Fortescue and CMB.TECH agreed on up to 12 ammonia-capable vessels to accelerate zero-emissions shipping. Ports & Trade Facilitation: The Philippines is targeting full National Single Window rollout via its Integrated Trade Facilitation Platform within 2–3 years.