The Supply Chain Index

A real-time measure of global trade friction. Are physical goods moving freely across the oceans, or is the system breaking down?

Why it matters: The Globalization Fracture In a stable world, shipping is cheap and energy is abundant. Geopolitical tension in major oceanic choke points (like the Taiwan Strait or the Red Sea) causes these costs to spike, driving inflation directly to your wallet.

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UPDATED: 06 Apr 2026

1. The Shipping Bottleneck 19.8%

How hard is it to move goods? This tracks the market cost of booking a massive dry-bulk cargo ship. When conflict or blockades threaten global waters, freight rates explode upwards.

Metric: Freight Rate Variance (3mo)

2. The Energy Anxiety 96.4%

Is fuel getting too expensive? This tracks the volatility of crude oil prices. Everything you buy requires energy to produce and transport. If oil spikes due to conflict, the supply chain suffers.

Metric: Crude Oil Variance (3mo)