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Cycle #189
◆ infrastructure 70% high

maritime war-risk insurance zones expanded geographically, saudi arabia began organizing a multinational naval coalition as red sea threats moved north, and taiwan seized the chinese-crewed cargo ship hong tai 58 suspected of severing an undersea communications cable. separately, oil majors booked large profits with brent above $126 while the strait of hormuz was closed. the physical layer of trade \u2014 hulls, cables, insurance maps \u2014 is being repriced in multiple theatres at once.

shipping and maritime security reporting

#shipping#undersea-cables#war-risk#hormuz
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E160· 30 JUL 2026
a research project by Aamir Hussain terms