Business, Commodities & Shipping News 2026

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Borderlands Mexico: Tariff pressure shows up in customs data across North America

This week in Borderlands Mexico: Tariff pressure shows up in customs data across North America; Arvato opens Denton logistics hub to support AI, data center growth; and Tramontina opens cookware plant in Mexico to serve Americas.
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UPS to cap driver buyouts at 7,500 after Teamster pushback

Under strong pressure from the Teamsters union, UPS has agreed to limit how many drivers it eliminates through an early-retirement program
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Iran war's shock waves threaten England's farms 6,000 miles away​

GREAT HORKESLEY, England — Few places feel farther from the Iran war than the potato fields of eastern England, where pastoral landscapes and ancient forests have inspired romantic painters and poets for centuries.

But this bucolic scene is not immune from the shock waves triggered by the American-Israeli assault — and it’s a story being repeated across farms all over the world.

Though much attention has been devoted to the oil shock brought on by the conflict, there is another, perhaps equally alarming crisis emerging for the global population: a looming shortage of fertilizer, which could trigger widespread food shortages.

Jumping down from his bright-green, 400-horsepower tractor, Stuart Josselyn wastes no time giving his view on geopolitics while standing on the plowed earth.

“Trumpy,” he said, using a nickname for the American president delivered with the elongated vowels of an East Anglian accent, “he is causing real problems for real people throughout the whole world.”

More:

https://www.msn.com/en-us/news/worl...6-000-miles-away/ar-AA20fkrv?ocid=socialshare
 

How & Why Your Grocery Bill will be Affected by the coming Food Shock​

Apr 5, 2026
The ships that last safely transited the Strait of Hormuz before its closure on March 4, 2026 are arriving at their destinations this weekend. This presentation, built from JP Morgan, EIA, IEA, and UN data, walks through exactly what that means — what's on those ships, who depends on them, and what happens to fuel, food, fertilizer, and industrial supply chains when the pipeline runs dry.
We cover the impact region by region and then look two scenarios forward: what happens to food prices if crops aren't planted due to energy shortages, and what happens if they are planted but fertilizer delays slash yields by 20-40%. Drawing on lessons from the 2008 and 2010-11 food crises, the data paints a sobering picture.
Even if the Strait reopens today, the disruption is already locked in for the next 4-6 weeks minimum — and the agricultural consequences could echo for 6-12 months beyond that.
All this and more on this week's episode of Milkshakes, Markets, and Madness...


21:12
 
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How thieves move $1m in freight before anyone realizes it

By the time the product was found, it was already positioned to move through resale channels. That’s not a recovery story. It’s a reminder that most losses start long before a load is ever picked up.
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34,000 shipping routes diverted from Hormuz disruption: Report

Disruption in the Strait of Hormuz forced tens of thousands of vessel route diversions in the first month of the Iran war, indicating a significant and sustained shift in global shipping, according to visibility platform project44.
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