AGP Executive Report
Last update: 11 hours agoMiddle East Shipping Shock: Iran and the US traded attacks for a seventh straight night, with both sides targeting military and “logistics infrastructure,” while the Strait of Hormuz saw shipping disruption and oil prices push higher (Brent near $88). Maritime Security & Compliance: India’s DGMA told ship owners to avoid deploying Indian seafarers on Hormuz voyages until further orders, as attacks on merchant vessels and rising risk keep insurance and routing decisions under pressure. Gulf Air/Port Disruptions: Kuwait reported airport disruption after missile/drone threats; Jordan said it intercepted 10 Iranian missiles. Logistics on the Ground: A Ukrainian drone strike hit a Wildberries logistics centre in Russia, killing seven and injuring 24. Energy/Trade Spillovers: Egypt’s “Garbage City” recyclers saw demand jump as plastic supply disruptions tied to Hormuz strain imports. Asia Logistics Investment: Royal Vopak and Chinese logistics firms signaled interest in Cambodia’s LNG and storage buildout; VinFast partnered with Bespoke Logistics to run a Cavite mobility processing and service hub. Critical Minerals: Indonesia’s nickel quota tightening and sulphuric acid shortages lifted LME nickel to a three-week high, underlining supply-chain bottlenecks for EV materials.
Note: AI summary from news headlines; neutral sources weighted more to help reduce bias in the result. Feedback is welcome. Please let us know if you have any comments or suggestions about the AGP Executive Report.
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