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Container Bytes #46: Data Center Demand, Tariff Refunds, and Five-Typhoon Gridlock
Welcome back to Container Bytes! 📍 Julia Frohwein powers through a congestion-filled cold alongside Judah Levine to break down a busy week across global trade and shipping.
In this episode, we unpack why the Strait of Hormuz is heating back up from a cold war into active kinetic strikes. Despite US de-mining progress in the central channel, retaliatory missile strikes between US and Iranian forces have locked commercial transit into a continued stalemate, keeping energy prices elevated and regional Gulf feeder routing disrupted.
We also examine a major divergence in the ocean freight market…
The skinny
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