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Satellite view of a supply chain network with data overlays, representing AI-powered situation reports for real-time risk assessment and monitoring.

Situation Reports

The insight you need, when you need it.

Featured Report:

Latest Situation Reports

European Jet Fuel Shortage

The effective closure of the Strait of Hormuz since February 2026 has triggered a structural disruption to European jet fuel supply chains. This report assesses supply-demand imbalances, shortage spread, and escalation risks across aviation and energy systems.

Hormuz Day 40: Post Ceasefire Outlook

The Hormuz crisis enters Day 40 under a fragile ceasefire. Supply chains remain stalled, tanker flows minimal, and risks persist. This assessment outlines recovery timelines and ongoing structural disruptions across key commodity markets.

Hormuz Crisis: Supply Chain Cascade

Day 33 of Operation Epic Fury: shortages intensify and disruption risks becoming structural. This report assesses whether Hormuz reopens or prolonged restrictions extend supply chain instability into Q2.

Hormuz Crisis: Supply Chain Cascade | Chain Breach Analysis

Supply chain breaches are spreading in the Hormuz crisis. Crude oil, LNG, and naphtha flows are already disrupted, as insurance withdrawal effectively halts commercial transit. A cascade is building—helium, fertiliser, and semiconductors next—with April 10 a key inflection point as impacts compound.

Hormuz Crisis

The Iran–US war has escalated into a maritime crisis, halting Hormuz transit and disrupting Bab al-Mandab. Prewave assesses supply chain risks across energy, petrochemicals, semiconductors, and food.

Pharmaceutical and Fertiliser Supply Risks from Iran–US Conflict

Escalating Iran–US conflict and disruptions at Hormuz and Bab al-Mandab are impacting pharma logistics and fertiliser supply chains, with risks to food security and medicine availability.

Iran-US War: Systemic Impact Assessment

US–Israeli airstrikes on Iran triggered regional escalation and airspace closures. The report assesses supply chain risks, including Hormuz exposure, air cargo disruptions, and impacts on global energy, shipping, and industry.

Mexico Security Crisis & Supply Chain Impact Assessment

The killing of CJNG leader “El Mencho” triggered violence in western Mexico, disrupting key trade corridors. Blockades, port controls, and border closures are constraining the Pacific–U.S. supply chain axis.

Winter Storm Hernando Disrupts U.S. Ports and Inland Logistics

Winter Storm Hernando disrupted the U.S. Northeast. As nodes reopen, the bottleneck shifts to inland capacity. The report assesses exposed logistics hubs, recovery scenarios, and key operational indicators.

Port & Inland Disruption from Severe Winter Weather in Europe

Severe winter weather in Northern and Western Europe disrupted ports and inland logistics, reducing productivity and constraining transport. The report assesses affected hubs and supply chain impacts.

China’s October 9 Rare‑Earth Export Controls and Global Supply Chain Implications

MOFCOM Notice 61 requires export licences for products with ≥0.1% Chinese rare earths or related technologies. The report explains the rationale and impacts on affected industries.

Rotterdam Port Strike

A lasher strike at the Port of Rotterdam disrupts vessel schedules and cargo flows across Europe. The report assesses supply chain impacts and spillover effects on key global trade corridors.

Flooding in Eastern Spain

Valencia faced severe flooding after torrential rains, disrupting transport with road closures and flight cancellations. The report assesses impacts on logistics, distribution, and potential delays across affected regions.

Super Typhoon Ragasa

Super Typhoon Ragasa struck northern Luzon, making the Luzon Strait/Bashi Channel largely impassable and disrupting a key Pacific–South China Sea shipping route, with risks for Taiwan and South China.

Cyberattack and Disruption of European Airports

A cyberattack on Collins Aerospace’s ARINC MUSE/cMUSE platform disrupted operations at Heathrow, Brussels, and Berlin, reducing belly cargo capacity and creating direct supply chain impacts across affected air freight networks.

Kamchatka Earthquake and Tsunami

A magnitude 8.8 earthquake struck off Russia’s Kamchatka Peninsula on July 30, 2025, generating tsunami waves up to 4 meters high. This report analyses the short-term disruptions in transportation and logistics networks, as well as the potential effects of future seismic events.

Impact of Floods in China on Global Supply Chains

Severe flooding in central and southern China has triggered Red Alerts across six provinces, submerging entire townships and disrupting mining, raw materials, and goods production. This exposes critical supply chain vulnerabilities worldwide.

Middle East Conflict: Fertiliser Shortage

The Israel-Iran conflict disrupted regional gas supplies, causing a global fertiliser shortage affecting nitrogen, phosphate, and potash. This report analyses immediate supply chain impacts and solutions.

International Dependence on Iran and the Strait of Hormuz

In mid-June 2025, Iran threatened to block the Strait of Hormuz, a key energy chokepoint carrying ~20% of global oil and significant LNG shipments.

Israel-Iran Escalation

On 13 June, Israel launched Operation Rising Lion against Iranian targets, raising oil prices and shipping risks. This report assesses potential supply chain impacts across scenarios.

India-Pakistan Escalation

India-Pakistan tensions escalate with strikes and air clashes, the fiercest in decades, sparking global concern over regional trade. This report evaluates supply chain impacts across potential scenarios.

Sustainability Reports

Sustainability Update: 2025 Year-in-Review (December Omnibus Edition)

Our 2025 Sustainability & Compliance Year-in-Review captures the most important regulatory developments shaping this shift, including updates from the December 16 Omnibus vote.

Omnibus Update: Provisional Agreement on CSDDD & CSRD Simplification

On December 9, the European Parliament and Council reached a provisional agreement on the Omnibus I package, finalising updates to EU sustainability reporting (CSRD) and due diligence (CSDDD) rules.

Sustainability Update: What the EU Omnibus Decision Means for You

On November 13, 2025, the European Parliament adopted its official negotiating position on the "Omnibus I" simplification package. This signals a shift toward reducing the administrative and reporting burdens associated with sustainability legislation.

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