TWIL: Strait of Hormuz Blockade, Fuel Shortages + Planning for Supply Risk

In this week’s episode of This Week in Logistics, CartonCloud CEO Shaun Hagen breaks down the moment logistics shifts from a cost problem to a continuity problem.Following the US–NATO blockade of the Strait of Hormuz, fuel markets have moved beyond volatility into potential supply disruption — with diesel shortages already emerging in Australia and New Zealand.This isn’t just a geopolitical story, it’s an operational one.Because what we’re seeing now is a system becoming:• more expensive to run• more administratively heavy• and less tolerant of loose executionAnd that’s how margin leaks start.Not with one dramatic event — but with multiple small frictions landing at the same time.This week we cover:• Why fuel has shifted from a pricing issue to a physical supply constraint• How surcharges are now hitting every layer of the network at different speeds• What Amazon’s fuel surcharge signals about downstream cost pressure• Why the FedEx Freight spin-off points to a faster, simpler operating modelIf you operate in transport, warehousing, or logistics, this is the moment to shift your thinking:Spot the pattern early, simplify your response, and this week’s plan, plan for continuity and not just cost.