elite-operator-reports
March 2026 shipping and logistics intelligence: the Strait of Hormuz shifted into security-conditioned access, while Red Sea and Suez recovery reversed into renewed Cape-routing behaviour. This report tracks corridor access, routing geometry, and maritime operating risk.
elite-operator-reports
February 2026 bulk ore movement was shaped by Weda Bay RKAB compression, which tightened lawful nickel ore mobility at origin, and by Red Sea managed-access conditions, which weakened route certainty for exposed dry-bulk mineral voyages.
elite-operator-reports
February 2026 showed a divided maritime picture: Red Sea–Suez stayed constrained by risk and managed access, while the Panama Canal regained usable capacity under reservation control. The decisive operator issue was determinism, not formal openness.
elite-operator-reports
February 2026’s key mining signal was Indonesia’s RKAB compression at PT Weda Bay Nickel, with the Moa fuel disruption showing the clearest mining-to-refining continuity cascade.
elite-operator-reports
January 2026 showed bulk ore still moving, but under tighter controls. Indonesia’s delayed RKAB approvals and lower nickel permit envelope constrained ore flow at origin, while Panama improved corridor usability only within a managed reservation and water-limited regime.
elite-operator-reports
January 2026 kept shipping systems moving, but not fully predictable. The Red Sea and Panama both stayed usable under tighter operating constraints.
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strategic (Elite)
strategic (Elite)
Research
strategic (Elite)