For two months the Strait of Hormuz was an oil story: whether the barrels would flow and what they would cost. This week it became a compliance story, and the calm oil price is the part that will mislead you.
Everyone games out a Chinese invasion of Taiwan. The scenario Taiwan itself just practiced is quieter, more likely, and would reach your business faster.
This has been the summer of the drone. Securing the FIFA World Cup, the FBI has detected more than 1,100 drones over stadiums and seized over 500, arresting operators from Houston to Dallas. A JetBlue crew even reported a suspected drone strike on approach to New York's JFK on June 29, though investigators later found no proof of a collision. The machines are everywhere, and the ones that should worry your business are not the ones over the ballgame.