Analysis
Data-driven analysis connecting global shipping to the prices you pay. No bylines, no opinion — just data, evidence, and transmission mechanisms.
Coffee at $2.85 a Pound: The Hormuz Crisis Hits a Commodity That Doesn't Travel Through Hormuz
How a blocked oil strait in the Persian Gulf is making your morning coffee the most expensive in 50 years.
Three Chokepoints, One Wallet: The Simultaneous Maritime Crisis Reshaping American Prices
For the first time in modern history, Hormuz, Suez, and Panama are all under stress at once. The math isn't good.
The Hormuz Crisis and Your Grocery Bill: What $100 Oil Means for American Households
The Strait of Hormuz blockade is driving oil past $100. Here's exactly how that flows from tanker decks to checkout counters.
The Ceasefire That Didn't Open the Strait: What Markets Got Wrong About Hormuz
A pause in fighting is not a resumption of shipping. The insurance market knows this even if oil traders briefly forgot.
Operation Epic Fury and the Price at the Pump: Week Four
One month into the Hormuz blockade, the transmission from strait to pump is complete.
The Tariff-Shipping Double Squeeze: Why Your Next Electronics Purchase Will Cost More
US-China tariffs at 55% meet container rate spikes. The math is brutal for anyone importing consumer goods.
The First Two Weeks: How the Hormuz Blockade is Rewriting Energy Markets
Two weeks into Operation Epic Fury, the oil market transmission is faster than anyone predicted.