News in Brief Podcast | Week 10 2026 | Geopolitical escalation and TPM26

Global supply chains are once again navigating turbulent waters. In this episode, we break down the immediate logistics fallout from the escalating conflict in the Middle East – from the closure of the Strait of Hormuz and vessels turning back mid-voyage, to collapsing air cargo capacity as Gulf airspace shuts down. What could this mean for freight rates, fuel markets, and global capacity?

Charlotte Goldstone is joined by Alex Lennane to unpack the biggest stories of the week, including the early impacts on ocean and air freight, the legal debate around force majeure, and the latest developments on US tariff refunds. Later, Gavin van Marle checks in from TPM in Long Beach with the key themes dominating conversations at the industry’s biggest gathering.

All this plus much more, in just 22 minutes!

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