W28 - 11 Jul 2026 - Chokepoints, Tech Bets, and Climate Reckoning

Vantcast — The World Edition · Jul 12, 2026 · 22m

This week we examine three forces reshaping the external environment: a critical Middle East shipping corridor moving from risk to disruption, the strategic implications of a major US technology deployment in the Gulf, and what the World Bank's retreat from climate-finance targets signals to boards about global commitment levels. Each carries operational consequences for strategy and supply chain planning.