Global Food Prices Rise Again as War and Weather Tighten Supply
FAO says global food prices rose for a third straight month in August, while large cereal stocks still mask uneven access and rising trade risks.
Global Trade
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Tracked Hormuz commodity traffic nearly stops after ship attacks
Kpler recorded five commodity-vessel transits through Hormuz on September 12 and none on September 13, highlighting fresh risks for global supply chains.
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Taiwan’s Record August Exports Show Diversification, Not Decoupling
Taiwan’s record August exports widened links with the U.S., ASEAN, Japan and Europe, but China and Hong Kong also reached a monthly trade high.
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OOIL profit falls as Red Sea delays raise shipping costs
Orient Overseas reported lower first-half profit despite higher cargo volumes as Red Sea delays, fuel, EU carbon costs and trade uncertainty pressured shipping.
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IEA Tracks Global Response as Strait of Hormuz Disruption Drives Largest-Ever Emergency Oil Release
The International Energy Agency is tracking measures by governments in nearly 80 countries after disruption around the Strait of Hormuz caused what it calls the largest supply disruption in oil-market history.
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IMF Holds 2026 Global Growth Forecast at 3% as War and AI Investment Pull Economies Apart
The IMF kept its global growth forecasts for 2026 and 2027 unchanged, but warned that energy shocks, stalled disinflation and financial repricing are widening differences between economies.
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Global Growth Holds at 3% as IMF Warns of Uneven Risks
The IMF kept its global growth projections steady but raised its inflation outlook, warning that energy, trade and financial risks remain unevenly distributed.
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Global trade is rising, but higher prices mask uneven gains
UNCTAD says global trade value rose sharply in early 2026, but higher energy, shipping and commodity prices explain part of the increase.
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China’s factory activity contracts as weak demand tests growth strategy
China’s manufacturing PMI fell below 50 in July as new orders weakened, testing whether high-tech investment and exports can offset softer domestic demand.
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Hormuz Rerouting Turns Shipping Security Risks Into Direct Costs
August 1 surcharges from CMA CGM and Maersk show how Strait of Hormuz risks are raising costs and straining alternatives across global supply chains.
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Sudan Hunger Crisis Faces Pressure From War, Aid Cuts and Trade Disruption
Sudan’s hunger emergency is under renewed pressure as war, aid cuts, cholera, fuel costs and trade disruption threaten relief deliveries and future harvests.
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OPEC+ raises output by 188,000 bpd for August—Hormuz risk still matters
OPEC+ will raise oil output targets by 188,000 bpd in August 2026, but Strait of Hormuz shipping disruptions could still jolt fuel prices.