CROSSING CURRENTS The Supply Map Is Being Redrawn. Issue #15 | March 22, 2026 Good evening. Brent closed Friday above $112. Diesel hit $5.07 — highest since 2022. Last night, a 48-hour ultimatum was issued for the full reopening of the Strait of Hormuz. Twenty-two allied nations backed it in a joint statement. Whatever happens next will move fast. This issue isn't about the war. It's about where the new sourcing geography is forming while most teams are still reading headline