War and drought are choking the world’s most vital trade routes
Conflict and drought are disrupting major trade routes, constraining movement of goods through affected corridors.
Source →The trace
How it reaches your house.
Starting from Shipping containers, we walked the supply graph hop by hop to the goods you buy and the companies you own. Each step is the engine’s reasoning, scored for confidence and cited where a source backs it.
First impact
Panamax / Capesize Bulk Vessel Freight →Prices risePotash and phosphate fertilizers
Route closures on major bulk-freight corridors raise vessel rates and slow sailings, so fertilizer cargoes become more expensive to land.
91% confidencePanamax / Capesize Bulk Vessel Freight →Prices riseHigher Panamax/Capesize freight costs and congestion feed through to delivered prices for bulk steel and iron cargoes.
84% confidencePanamax / Capesize Bulk Vessel Freight →Prices riseDisrupted bulk shipping through constrained routes makes grain and flour shipments costlier to move and land.
Hop 2
Corten / Weathering Steel (Container Panels) →Shortage riskShipping containers depend critically on Corten/weathering steel panels, so route closures that impede delivery of this core input can make container output scarce.
96% confidenceISO Corner Castings (Malleable Iron) →DelaysISO Corner Castings are a critical 0.9-dependent input to shipping containers, so route closures that slow or block goods movement lengthen lead times for container assembly.
95% confidenceSteel and iron products →DelaysHop 3
China →Shortage riskChina supplies 98% of gallium, so disruption of trade routes there can rapidly create global gallium scarcity.
99% confidenceChina →Shortage riskWith China providing 95% of terbium metal, corridor disruption in China strongly constrains supply.
98% confidenceChina →Shortage riskMore than half of Ross's goods originate from China, so route disruption there can quickly make merchandise scarcer and delay replenishment.
Where it lands
What you buy, and what you own.
Goods you buy
Potash and phosphate fertilizers · Steel and iron products · Bread, grains, and flour · Shipping containers · Rail and freight infrastructure
In the MyPRIA app, this is checked against your own holdings.