⛴Supply chains

an east-coast Indian landfall window, a deepening low-water river, and a Brazilian corridor coming back up

The week's constraints are one arriving, one persisting and one lifting. Arriving: the Odisha and north Andhra Pradesh corridor has a Sep 23-24 landfall window, which means rail holds, grid pre-positioning and port closures scheduled two days out rather than improvised. Persisting: the Rhine at Kaub at 13.0 cm is the slow constraint — low water deepening means lighter loading and more sailings for the same tonnage, and it outlasts every other item on this desk. Lifting: southern Brazil's red has been downgraded as the coastal cyclone moves off, so the grain and road corridors through Rio Grande do Sul and Santa Catarina begin damage assessment across more than 140 municipalities while orange holds over Sao Paulo. In the United States, flooded arterials on saturated ground are the routine cost, worst through the Ohio Valley and Mid-Atlantic.

carried on 45 of the last 68 editions — since Jul 5, the 10 most recent shown.