Should I Panic?

Should I Panic?

March 25, 2026 · 58 min · Episode 131

About this episode

The episode discusses the ongoing volatility in the US supply chain due to global conflicts and regulatory pressures.

Should I Panic? The US supply chain faces ongoing volatility from global conflicts, intensified regulatory pressures, & persistently low freight volumes. Escalating Middle East tensions, including US-Israel strikes on Iran & related disruptions, have delayed any large-scale return of container shipping to the Red Sea, forcing rerouting around Africa, higher surcharges, & increased costs for energy, commodities, & imports. Domestically, freight demand remains subdued after 20...

People in this episode

Host: Matthew Leffler

Topics covered

Keywords

Mentioned in this episode

Organizations: US-Israel

Places: US, Iran, Red Sea, Africa, Middle East

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