Strait of Hormuz Watch: With the U.S.-Iran peace framework pointing to reopening, shipping leaders are still taking a wait-and-see stance as hundreds of tankers remain clustered and demining and safety checks drag on—meaning relief for global logistics may take weeks to months. Energy & Transport Costs: The IEA warns a 2027 supply surplus could follow the reopening, while oil price moves are already feeding into downstream pricing; Nigeria’s Dangote Refinery cut diesel and earlier petrol cuts are expected to ease transport and manufacturing costs. Freight & Ports: One of the world’s largest LNG-powered container ships made its maiden Suez Canal transit, underscoring how multi-fuel vessels are becoming part of mainstream routing. Public Transit Policy: UK state pension age-linked free bus pass eligibility is set to shift for millions, and South Africa faces a potential commuter backlash after a proposed 79% taxi fare jump. Mobility Tech: Baidu’s Apollo Go won Switzerland approval for Level 4 autonomous trials, while China is scaling rural delivery with autonomous vans and drones. Logistics Security: Liberia vowed to shut down drug smuggling networks after a major cocaine bust at Roberts International Airport. Infrastructure Finance: Abu Dhabi’s AED55bn PPP pipeline will push private capital into transport and connectivity projects.