Flow Report

Tracking global trade flows, supply chains & geopolitical risk. Data-driven intelligence for operators & investors.

[Flow Report @Flow_report]

@JackStr42679640 This is no longer a coincidence,

This is a clear pattern.

Australia, Pakistan, India, USA, Iran, Russia, Romania, Myanmar, Iraq, Malaysia

[Flow Report @Flow_report]

@MarioNawfal economically, partially yes

However, in terms of Cost and infrastructure, Iran has been seriously damaged.

US bases in the Middle East and artillery stocks have been affected heavily.

[Flow Report @Flow_report]

@warsurv This is an extremely careless action taken by the United States.

The Navy cannot defend its sailors from Iranian hypersonic and anti-ship ballistic missiles.

If this escalates and Iran decides to target the battleships, it can be very consequential for America.

[Flow Report @Flow_report]

@badcharts1 The market has not yet absorbed the impact of the recent events due to buffer stocks and market manipulation.

Damage is already done, and even if the conflict resolves right now, prices will eventually reach unheard levels.

[Flow Report @Flow_report]

@nexta_tv It is understandable why Taiwan might have concerns regarding Trump.

US is in a complex situation right now and cannot afford to fight a two-front war with both Iran and China.

Trump has previously made some statements and actions that would not make this idea very unlikely.

[Flow Report @Flow_report]

@MarioNawfal After all the recent events regarding energy facilities, we can no longer see these "incidents" as a coincidence.

This is looking like a clear pattern.

[Flow Report @Flow_report]

The true impact has not yet been portrayed on the markets due to buffer stocks and market manipulations.

Once supply doesn't meet demand, the prices will move to unseen prices.

Even if the conflict is resolved now, the damage is already done.

Shipping will arrive after the buffer stocks are finished, and the market will have already seen a crisis and will take a long time to recover.

[Qasem Al-Ali @AlaliQasem]

This chart explains why oil demand destruction hasn’t started yet.
Flights are still flying. Factories still running. People still driving.
Demand destruction only kicks in when price becomes unbearable.
At $102 Brent — it’s painful. Not unbearable.
The price that kills demand in 2026 is probably $150+.
We’re not there yet.
Which means the inventory draw continues. Every single day. 👇

[Flow Report @Flow_report]

@itswpceo The cost to rebuild will come out of the taxpayers' pockets once again.

But on the other hand, if Trump declares a wartime economy, it can boost the American economy in the short term.

[Flow Report @Flow_report]

@MarioNawfal Iran has now realized how critical of a geographical advantage they have.

They have now realized how much profit and control they missed out on previously.

[Flow Report @Flow_report]

@spectatorindex These prices can increase even further,

considering that the true impact of the recent events have yet to been truely portrayed on markets.

[Flow Report @Flow_report]

@rkmtimes This is very significant for the UAE's further development.

After their claims to move to yuan from dollars, this can relieve America's concern.

[Flow Report @Flow_report]

Hormuz, Malacca, and now Ban al-Mandab.

This can be extremely serious for the future of the Maritime trades and Sea routes.

The total average price of Goods can increase due to the increase in the cost of freight.

We are looking at a supply-push inflation here.

This, along with the energy supply crisis, which is also putting pressure on the global economy, and can increase the costs of freight, which can aggravate the situation even further.

More on this topic soon on Flow Report.

[Flow Report @Flow_report]

@Megatron_ron Hormuz, Malacca, and now Ban al-Mandab.

This can be extremely serious for the future of the Maritime trades and Sea routes.

The total average price of Goods can increase due to the increase in the cost of freight.

We are looking at a supply-pull inflation here.

[Flow Report @Flow_report]

@NoLimitGains https://t.co/ulgYFHcVNI

[Flow Report @Flow_report]

US egg prices have collapsed to multi-year lows.

-85.1% this month
-92.87% YoY
Meanwhile, China is only down ~1%.

This isn’t a global demand drop —
It’s a regional imbalance in supply and pricing.

More in this week’s Flow Report.

[Flow Report @Flow_report]

@cryptorover As influential and powerful that US might be, it cannot challenge the whole world,

in this case its not weak countries either.

China, Britain, Italy, Britain, Iran, and many others.

This can be extremely consequential for the United States.

[Flow Report @Flow_report]

@_InfoGram_ Pedro Snchez has shown true bravery and courage against America and unjust acts.

While having the 3rd-highest Approval rate among European leaders, despite Spain's shifting stance on international matters.

[Flow Report @Flow_report]

@rkmtimes Israel cannot afford to boycott China, as China makes up for 1/6 of Israel's imports, being first by far.

and the third-largest customer of Israeli goods.

[Flow Report @Flow_report]

@rkmtimes Israel cannot afford to boycott China, as China makes up for 1/6 of Israel's imports, being first by far.

and the third-largest customer of Israeli goods.

[Flow Report @Flow_report]

@_MegaPolitics This is very serious, considering that Japan is one of America's closest allies to America.

With all the countries slowly turning against Israel, recently starting with South Africa, Belgium, and Bolivia, and 12 other countries.

[Flow Report @Flow_report]

@Its_ereko China not only controls 1/3 of the supply of produced goods, but they are now starting to take control of the supply of rare earth minerals, along with other strategic supplies.