Air Freight
Geopolitics
Macro
Next plc Absorbs £15m Conflict Surcharge, Warns on Retail Inflation Transmission
The UK's largest clothing retailer quantifies geopolitical spillover into consumer prices as Middle East conflict drives freight costs up 10%.
Geopolitics
Technology
Iran Crisis Forces European Chip Buyers to Pay 15% Premiums as Air Freight Collapses
Middle East airspace closures cut global air cargo capacity 9%, turning physical scarcity into a sharper constraint than tariff policy for Europe's AI buildout.