Maritime Disruption: Freightos data shows China-to-North America container spot rates climbing again, with East Coast lanes up about $413 since late July and West Coast up about $1,328, pointing to supply-side shocks rather than bookings demand. Strait of Hormuz Escalation: The UAE accused Iran of attacking another ADNOC vessel in Hormuz for the third time in a week, while Iran and Oman said they reached agreement on a shipping route map, with technical details and a joint statement still pending. Energy & Logistics Risk: Libya’s Zawiya power station explosion knocked generating units offline, threatening fuel storage and distribution operations tied to the refinery network. Battery & EV Supply Chain: GM sold its stake in a Samsung SDI battery venture in Indiana and is restarting production at an Ohio plant after a seven-month shutdown, signaling inventory and EV demand recalibration. Tech Costs Hitting Supply Chains: Microsoft raised Windows license fees for PC makers by 7%–10%, adding pressure as memory and storage shortages already lift device prices. Data Storage Fallout: Nine PBS sued over alleged loss of access to ~50TB of historic footage after a cloud storage vendor cut it off, underscoring operational continuity risks for logistics-adjacent media archives. Energy Storage Push: Ola Electric launched three new battery energy storage systems (residential and utility-scale) to diversify beyond EVs.