logistics
Energy
Macro
USPS Imposes First-Ever Fuel Surcharge as Iran War Drives 40% Oil Spike
An 8% package fee starting April 26 marks the end of 130 years without fuel surcharges, translating geopolitical conflict directly into American consumer costs.
Breaking
Macro
Markets
FedEx Q3 Earnings Will Test Whether Geopolitical Oil Shocks Are Feeding Structural Inflation
With oil at $102 and shipping costs spiking 20%, Thursday's report offers unfiltered intelligence on whether Iran war premiums are translating to margin compression or demand destruction.
Geopolitics
Markets
Missiles Over the Money Hub: Iran War Tests Dubai’s Neutrality Model
Seven days of Iranian strikes on the emirate expose the fragility of a business haven built on geopolitical distance from Middle East conflict.