Situational notes, sector deep-dives, and benchmark reports, ready to download.
Transit-time and freight-rate scenarios for Asia–Europe strings under sustained Cape rerouting, with Mediterranean port implications.
Levy exposure modeling for phosphate and fertilizer exporters under the revised default-value schedule.
Processor-level concentration metrics and qualification-lead-time benchmarks across magnet-grade rare-earth supply.
Berth utilization, feeder connectivity, and yard-dwell trends for the Western Mediterranean's primary transshipment hub.
Compliance-readiness tiering across Tier 1–3 suppliers ahead of the EU battery-passport enforcement window.
Hydropower-to-grid-mix sensitivity and pass-through risk for energy-intensive processing.
Gin-to-port cycle times and basis-risk drivers compared across three origin corridors.
A practical checklist for assessing continuity exposure where qualified alternate sourcing does not yet exist.