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Supply Chain

Iran Turns Hormuz Into A Toll Gate Challenging Petrodollar

Iran has taken its control over the Strait of Hormuz to the next level, effectively moving toward a “toll booth” system on one of the world’s most critical energy routes. According to Reuters, Iranian officials and lawmakers are actively considering imposing transit fees on ships passing through the strait, with proposals to charge countries for the movement of oil, gas, and even food supplies in Chinese Yuan. Bloomberg has further reported that vessels are increasingly being required to follow Iranian-coordinated routes and protocols, signaling a shift from free navigation to controlled passage.

China-Panama Tensions Impact Maritime And Merchant Sectors

The escalating tension with China is affecting Panama’s merchant registry, one of the largest in the world. The Panamanian maritime sector proposes to address this situation by proactively resolving any deficiencies that ships flying the Panamanian flag may present. The Panamanian government has acknowledged an increase in the detention of Panamanian-flagged vessels in Chinese ports, a phenomenon that coincides with a period of bilateral tension stemming from the withdrawal of a Chinese company from operating two ports near the Panama Canal.

Then They Came For The Immigrant Truckers

Like working on a farm, driving a truck is far from the most rewarding occupation, which is why both industries are chronically understaffed and need immigrants to fill their ranks. Last week, in the umpteenth instance of its privileging the xenophobic rage of Trump and consigliere Stephen Miller over the needs of the American people, the Trump administration banned roughly 200,000 truck-driving-certified immigrants from any further truck driving. The new rule from the Department of Transportation forbids refugees, asylum seekers, or recipients of Deferred Action for Childhood Arrivals (DACA) from obtaining commercial driver’s licenses, and forbids those who currently hold such licenses from renewing them.

‘Show Some Guts’; Seafarers Are Not Expendable

The recent bluster from the President of the United States about “showing some guts” to run the gauntlet of the Strait of Hormuz, had to strike a nerve in every merchant seaman, regardless of nationality or location on the globe. As of this writing there are approximately 100 merchant ships and an international community of some 30,000 civilian seafarers stranded in the Persian Gulf. Depending on the source, up to 19 vessels have been hit by missiles or drones and at least eight seafarers killed since the start of the war against Iran on February 28, 2026.  

IRGC Strikes Vessels Attempting To Cross Strait Of Hormuz

Three vessels were struck while traveling through the Strait of Hormuz on 11 March, as Iran continues its dominance of the strategic waterway amid the ongoing US-Israeli war on the Islamic Republic. Iran's Islamic Revolutionary Guard Corps (IRGC) announced its forces struck the Mayuree Naree, a Thai-flagged dry bulk vessel, after it failed to heed warnings not to enter the strait. The ONE Majesty, a Japan-flagged container ship, sustained minor damage from an unidentified projectile as it traveled 46 kilometers off the coast of the UAE.

Small-Scale Supply Chains In Action

Re-thinking governance requires changing how we organise, share knowledge, and develop structures emphasising value beyond the monetary. Systems that encourage cooperation require more social input but have many long-term and wide-reaching benefits. Cooperatives provide an enterprise container that can embody agroecological values such as social and ecological care. Due to the complexities of organising complex fashion supply chains, textile cooperatives are a rare form of business around the globe. However, we can find some inspiring examples in France and Spain.

Organizing Down The Supply Chain: Logistics Workers Win Contract

One hundred and fifty workers at a vehicle processing center in Tacoma, Washington, won their first contract last year, in a huge step for the International Longshore and Warehouse Union organizing down the supply chain. Wallenius Wilhelmsen Logistics had opened the VPC across the street from a major terminal in the Port of Tacoma, where longshore workers are represented by ILWU Local 23. This “roll-on, roll-off” (ro-ro) terminal handles vehicles and other cargo that is driven on and off ships. Wallenius is the largest ro-ro carrier in the world, with 128 vessels.

Waiting For The Supply Shock

Two milestones converged this week that seem important in the moment but in retrospect will be minor blips historically: yesterday’s reaching of the first hundred days of Donald Trump’s second term, and today’s announcement of first-quarter gross domestic product showing the economy contracted by 0.3 percent on an annualized basis. The former is just a news hook to overlay “what it all means” stories that are as light as air. The second covers the period before the April 2 Liberation Day, though it was influenced by it.

‘Landmark’ Global Shipping Agreement Reached After Years Of Talks

After nearly a decade of negotiations, nations have come to a “landmark” global shipping agreement to reduce greenhouse gas emissions. The new International Maritime Organization (IMO) Framework introduced a carbon pricing mechanism that will require ships with high emissions to pay for the excess pollution they release, reported UN News. It also sets mandatory fuel standards for the shipping industry. “Ships must reduce, over time, their annual greenhouse gas fuel intensity (GFI) – that is, how much GHG is emitted for each unit of energy used,” a press release from IMO said. “Ships emitting above GFI thresholds will have to acquire remedial units to balance its deficit emissions, while those using zero or near-zero GHG technologies will be eligible for financial rewards.”

Maersk Shareholders To Vote On Banning Israel Arms Transfers

Shareholders in Danish shipping giant Maersk are set to hold a vote on 18 March for a proposal to cease weapons shipments to Israel for as long as it is waging war on Gaza. The vote comes as Israel has renewed its genocidal campaign against the strip, killing over 420 Palestinians since early Tuesday morning. Weapons transfers to Israel are “in violation of international conventions, assuming that military equipment, weapons, and components were used in Israeli army operations where international conventions are breached,” shareholder Zen Donen told AFP.

How Israel Is Trying To Beat The ‘Axis Of Resistance’

In a recent public address on October 4, Iran’s Supreme Leader Ayatollah Ali Khamenei highlighted for the first time what he described as U.S. and Israeli plans to control the region’s natural resources. He stated that Israel’s current war campaign aims to position Israel as a hub for exporting energy to Europe and importing technology to ensure its survival. Khamenei called for resistance against the so-called India-Middle East-Europe Economic Corridor (IMEC), a proposed land bridge connecting India, Saudi, the UAE, Jordan, Israel, and Europe.

Dockworkers On Strike At Ports In New York, New Jersey And Elsewhere

Dockworkers at ports from Maine to New Jersey to Texas went on strike Tuesday, for the first time since 1977, in a move that some experts say could disrupt the supply chain and billions of dollars worth of products for weeks or more just before the holiday shopping season kicks off. The North Jersey-based International Longshoremen’s Association walked off the job, seeking a big increase in pay, as its last contract expired at midnight Tuesday. The workers also oppose automation at the ports, which poses a threat to their jobs. Striking dockworkers stood at several locations outside the Port of Newark and Port of Elizabeth on Tuesday morning with signs that read "Automation hurts families: ILA stands for job protection." Occasionally someone would drive by honking and holding up a fist in support.

A Port Strike Has Already Hit Canada As US Prepares For Walkouts

As the U.S. economy prepares for a potentially devastating strike across its East Coast ports, Canada is already dealing with its own. About 320 longshoreman represented by a local affiliated with the Canadian Union of Public Employees, began a 72-hour strike on Monday morning, freezing work at two terminals at the Port of Montreal. Those terminals, which are operated by Termont, represent about 40% of the containers that move through the port. The Port of Montreal impacts 37,774 jobs and contributes $2.7 billion to Canada’s economy every year, according to a 2023 study. It also provides more than 2,000 jobs to the U.S. and $145 million in economic benefits.

The End Of Lean Production And What’s Ahead

For three and a half decades, lean management drove the production and movement of goods. But now logistics and manufacturing employers are shifting to a new model. To maximize our leverage, workers should understand it. Lean production, introduced in the 1980s from Japanese automakers, caught on in many U.S. industries. It was a whole bundle of techniques to maximize profit, including ratcheting up workloads and pace to the point of breakdown, and inviting workers to brainstorm ways to increase their own exploitation.

Potential Rail Strike Would Cause Historic Disruption Of Supply Chains

Workers at Canada’s two largest rail companies are preparing for a strike vote that could have severe ramifications for commercial and passenger transportation across the country. Combined, Canadian National Railway (CN) and Canadian Pacific Kansas City (CPKC, formerly CP Rail) own and operate over 75 per cent of the country’s rail network, though those tracks could soon go quiet as ongoing negotiations with the rail workers union have thus far been fruitless. Separate collective bargaining agreements between each respective company and the Teamsters Canada Rail Conference (TCRC) union expired at the end of 2023.
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