A land route for Iran-bound cargo puts Pakistan on the risk map
The new route gives Iran a land-based option as maritime routes remain constrained
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The new route gives Iran a land-based option as maritime routes remain constrained
Global air cargo demand fell 4.8% y-o-y in March, with capacity down 4.7%
The next phase of the oil market may be less about coordination and more about competition
Rail can help, but under the current setup, its role remains bounded
It’s about who can move gas into Europe before the window closes
Containers bound for the Gulf are being discharged at Indian gateways instead, adding pressure at major terminals
A toll play with thin cover
No straight path through the strait
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