2026.02.03 | Frozen Exports: Why the US-India Energy Deal is in Danger

A historic diplomatic win faces a catastrophic reality check as a "Joule-Thomson" physics glitch freezes the U.S. energy grid from the inside out. We analyze how Winter Storm Fern triggered a massive $1.38 billion production loss and why this infrastructure failure jeopardizes the new trade agreement with India. Beyond energy, we uncover looming supply chain threats from the Maersk "Red Sea Pivot" and the expanding General Strike in Minnesota. Listen now to learn how to pad your lead times and secure inventory before the "Middle Mile" labor breakdown worsens.