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Satellite view of a supply chain network with data overlays, representing AI-powered situation reports for real-time risk assessment and monitoring.

Situation Reports

The insight you need, when you need it.

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Latest Situation Reports

Winter Storm Hernando Disrupts U.S. Ports and Inland Logistics

Winter Storm Hernando has triggered significant disruption in the U.S. Northeast, following severe Pacific storms over the West Coast earlier this month. With ports and transport nodes reopening, the primary constraint shifts from access to inland evacuation capacity. We assess the most exposed logistics nodes and industries, outline recovery scenarios, and highlight operational indicators to monitor during the stabilisation phase.

Port & Inland Disruption from Severe Winter Weather in Europe

On 9 January 2026, severe winter weather across Northern and Western Europe disrupted port operations and inland logistics networks, reducing terminal productivity and constraining rail and road transport at key gateways. This situation report explains the drivers behind the disruption, identifies the most affected ports and corridors, and assesses the potential consequences for European and global supply chains.

China’s October 9 Rare‑Earth Export Controls and Global Supply Chain Implications

On 9 October 2025, the Ministry of Commerce (MOFCOM) issued Notice No. 61, requiring any product containing ≥0.1% by value of Chinese‑origin rare‑earth elements or produced using Chinese rare‑earth technologies to obtain a Chinese export licence before it can be re‑exported anywhere in the world. This situation report explains the reasons behind Beijing's decision and the consequences for industries affected by the ruling.

Rotterdam Port Strike

A lasher strike at the Port of Rotterdam has caused significant disruptions, affecting vessel schedules and cargo flows across Europe. This supply chain impact assessment examines the strike’s impact and the resulting network spillovers across key European and global trade corridors.

Flooding in Eastern Spain

Valencia was under red alert after torrential rains caused severe flooding, disrupting transport with road closures and flight cancellations. Emergency crews have carried out multiple rescues as rising waters inundated low-lying areas and threatened infrastructure. This report focuses on the supply chain impact from the event, particularly on logistics, distribution, and potential delays across affected regions.

Super Typhoon Ragasa

Super Typhoon Ragasa battered the northern tip of Luzon. Seas were extremely dangerous (waves 8–14 m), with life-threatening storm surge for low-lying coasts. That effectively closed the Luzon Strait/Bashi Channel, a key shipping lane between the Pacific and the South China Sea. This report shows the immediate disruption to shipping in the region, including the outlook for Taiwan and South China.

Cyberattack and Disruption of European Airports

A cyberattack against Collins Aerospace’s ARINC MUSE/cMUSE platform disrupted operations at London Heathrow (LHR), Brussels (BRU), and Berlin (BER). Direct supply chain impact is centered on belly cargo capacity, as passenger disruption translates directly into reduced freight uplift. Read our situation report for a breakdown of disruption at each affected airport and related ripple effects.

Kamchatka Earthquake and Tsunami

A magnitude 8.8 earthquake struck off Russia’s Kamchatka Peninsula on July 30, 2025, generating tsunami waves up to 4 meters high. This report analyses the short-term disruptions in transportation and logistics networks, as well as the potential effects of future seismic events.

Impact of Floods in China on Global Supply Chains

Severe flooding in central and southern China has triggered Red Alerts across six provinces, submerging entire townships and disrupting mining, raw materials, and goods production. This exposes critical supply chain vulnerabilities worldwide.

Middle East Conflict: Fertiliser Shortage

The Israel-Iran conflict disrupted regional gas supplies, causing a global fertiliser shortage affecting nitrogen, phosphate, and potash. This report analyses immediate supply chain impacts and solutions.

International Dependence on Iran and the Strait of Hormuz

In mid-June 2025, amid escalating Israel–Iran tensions, Iranian officials threatened to block the Strait of Hormuz. The Strait is an economic lifeline for global energy and trade, carrying about 20% of the world’s oil (around 20 million barrels per day) and roughly one-fifth of global LNG shipments.

Israel-Iran Escalation

On 13 June, Israel launched Operation Rising Lion against Iranian targets, raising oil prices and shipping risks. This report assesses potential supply chain impacts across scenarios.

India-Pakistan Escalation

India-Pakistan tensions escalate with strikes and air clashes, the fiercest in decades, sparking global concern over regional trade. This report evaluates supply chain impacts across potential scenarios.

Sustainability Reports

Sustainability Update: 2025 Year-in-Review (December Omnibus Edition)

Our 2025 Sustainability & Compliance Year-in-Review captures the most important regulatory developments shaping this shift, including updates from the December 16 Omnibus vote.

Omnibus Update: Provisional Agreement on CSDDD & CSRD Simplification

On December 9, the European Parliament and Council reached a provisional agreement on the Omnibus I package, finalising updates to EU sustainability reporting (CSRD) and due diligence (CSDDD) rules.

Sustainability Update: What the EU Omnibus Decision Means for You

On November 13, 2025, the European Parliament adopted its official negotiating position on the "Omnibus I" simplification package. This signals a shift toward reducing the administrative and reporting burdens associated with sustainability legislation.

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