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Middle East network instability remains the top supply-chain risk this week, while Conakry, Beira, Dar Es Salaam, Jebel Ali, and Mombasa stand out as the ports most likely to disrupt schedule confidence and customer commitments.

The first phase of the Hormuz disruption was about vessel risk, rerouting, and emergency carrier notices. The next phase is broader: inland bottlenecks, tighter air cargo capacity, and cost pass-through that can reshape lead times, pricing, and customer communication well beyond the ocean leg.

When tariff rules shift, the biggest risk isn’t the rate—it’s when you commit. A practical framework to decide whether to file entry now or delay.

This week’s biggest congestion risk is geopolitical. Gulf access disruption dominates the briefing, while Beira, Tema, Manila, Hamburg, and New York remain key watchpoints for LSPs balancing vessel delays, yard pressure, and hidden long-tail execution risk.