Tom Craig

“I have had to look President Xi in the eye and say, ‘President, America’s national security is not for sale. Period. Full stop,’” says @GinaRaimondo, CFR expert and former U.S. secretary of commerce. “The truth of it is, their interests are opposed to ours. Right? Like they want to control their supply chain. They want to use critical minerals as leverage over us. They want and will take Taiwan. We want the opposite.” 🔗 Watch the full conversation: on.cfr.org/4bIWMw3

Container shipping schedule reliability drops to 59% in February 2026 dlvr.it/TRstRz

"Since Mr Trump took charge, most of the comments from manufacturers that ISM has published along with its surveys have mentioned tariffs. Not one has been positive. Many of the unpublished ones are more forceful still." economist.com/united-states/…

“I have had to look President Xi in the eye and say, ‘President, America’s national security is not for sale. Period. Full stop,’” says @GinaRaimondo, CFR expert and former U.S. secretary of commerce. “The truth of it is, their interests are opposed to ours. Right? Like they want to control their supply chain. They want to use critical minerals as leverage over us. They want and will take Taiwan. We want the opposite.” 🔗 Watch the full conversation: on.cfr.org/4bIWMw3

Walmart agreed to a $100 million settlement with the FTC and states over claims that it misled Spark delivery drivers about pay and tips. f.mtr.cool/gmtjjcnbtn

"After a hiatus of nearly a decade, #China is jump-starting its island-building campaign in the #SouthChinaSea—& turning a once-obscure reef into what could be its largest military base in the disputed waters" wsj.com/world/china/ch…

Majority of commodities crossing Hormuz linked to Iran: AFP analysis bit.ly/4c8rz4o

BREAKING: Kuwait said an Iranian attack damaged a desalination plant. The attack came after an oil refinery was hit by drones Friday morning. About 90% of drinking water in Kuwait comes from desalination. apnews.com/live/iran-war-…

📌Sabah Fransız devi CMA CGM şirketine ait KRIBI (IMO: 9694543) isimli 5.466 TEU'luk konteyner gemisi İran'ın gösterdiği ve kendi karasularından geçen rota üzerinden Hürmüz Boğazı'ndan çıkış yapmıştır. 📌Savaşın başladığı 28 Şubat'tan itibaren Batı menşeli çıkış yapan ilk ticaret gemisi olma özelliği taşımaktadır. 📌Diyelim ki Batılı reasürans ağı ve deniz sigortacıları, poliçe şartnamelerindeki bazı maddeler vesilesiyle aşıldı ancak İran Devrim Muhafızları iltisaklı aracı bir şirkete ödeme yapıldıysa ABD Hazine Bakanlığına bağlı OFAC'ı aşmak mümkün değildir. CMA CGM'in anında yaptırıma tabi kılınması gerekirdi. 📌Diyelim ki Çin finansal kanalları üzerinden ödeme yapıldı. Bu durumda OFAC'ın ödeme bilgisine erişmesi mümkün olmayabilir ve ödeme yapılmasına rağmen söylem bazında ödeme reddedilebilir. 📌Ancak son kertede KRIBI isimli konteyner gemisinin Hürmüz Boğazı'ndan geçişi öyle bir zamanlamayla gerçekleşmiştir ki Trump-Macron atışması ve Fransa'nın savaş karşıtı politik duruşuyla senkron oluşturmaktadır. 📌Şurası kesin ki, artık CMA CGM'i mercekle izleyeceğiz. For map h/t @MarineTraffic

🇨🇳 The Shanghai Containerized Freight Index of Europe Service (basic ports) rose by 1.5% w/w to 1,854.96. $SCFIS #Shipping #China #Shanghai