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The Filtered Blog / Business Pulse

Business Pulse

Freight, tariffs, energy, main street: the forces that move your costs before they move your P&L.

Latest in Business Pulse

The Operator Economy Watch
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Freight, tariffs, energy, main street: the forces that move your costs before they move your P&L.

Samsung expects memory shortage to worsen through 2027 and last until 2028
54

Tankers near Oman come under fire as Iran threatens to choke off shipping routes

War-risk surcharges are now baked into Gulf freight quotes.

Aug 01, 2026 · 10 min

53

Exxon and Chevron profits surge as Iran war pushes oil prices higher

Oil's war premium is now your fuel surcharge. Re-quote before the next renewal.

Jul 31, 2026 · 22 min

52

MSC and CMA CGM add fresh Panama Canal surcharges

Panama Canal drought is now a permanent surcharge line item.

Jul 23, 2026 · 14 min

51

Trump's 200% pharma tariff targets one of the world's most globalized supply chains

President Trump announced a 200% tariff on generic pharmaceuticals, with duty-free treatment maintained for two years before the hike takes effect.

Jul 23, 2026 · 10 min

50

Diesel prices spike, hammering logistics margins

The latest DOE/EIA report shows diesel prices experiencing their largest weekly jump since the Iran War, adding over 55 cents per gallon in just two weeks.

Jul 22, 2026 · 10 min

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