Episode Details

Global energy markets are reeling as naval action in the Arabian Sea pushes Brent crude toward $95 a barrel, signaling a systemic shock to global fuel surcharges. This briefing breaks down the $166 billion CAPE tariff refund launch, Brad Jacobs’ latest $17 billion acquisition, and the rise of "Agentic AI" in the quest for operational agility. Navigate the high-stakes intersection of geopolitical volatility and technological disruption as we analyze the strategies required to keep supply chains moving through a "catastrophic tipping point."