SIGNALLIVE
BDI 2,650 • Transpacific FEU $6,349 • WCI $4,530 • Crude $70.78 • Hormuz volatile: 65 ships cross June 30-July 1, 8 U-turn July 3-4 • WCI hits $4,530 July 2, fresh high; FBX transpacific up 120% since May • USMCA not renewed July 1; US-Mexico bilateral talks start July 20 • Brent eases to $70.78 July 2 as Hormuz U-turns reintroduce risk • USTR forced-labor hearing July 7-9; Section 122 expires July 24BDI 2,650 • Transpacific FEU $6,349 • WCI $4,530 • Crude $70.78 • Hormuz volatile: 65 ships cross June 30-July 1, 8 U-turn July 3-4 • WCI hits $4,530 July 2, fresh high; FBX transpacific up 120% since May • USMCA not renewed July 1; US-Mexico bilateral talks start July 20 • Brent eases to $70.78 July 2 as Hormuz U-turns reintroduce risk • USTR forced-labor hearing July 7-9; Section 122 expires July 24
⬡ ChainPulse

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Updated July 6, 2026 · Next update July 13, 2026
Editorially reviewed weekly

FREIGHT WATCH
$6,349/FEU
Transpacific spot rate — Asia to US West Coast
+10.4% WoW
MATERIAL PULSE
Critical
Raw material cost pressure across key categories
Diesel +40% · Resin +8%
RISK MONITOR
3 Critical
Active disruption zones requiring attention
Middle East · Asia-Pacific · Global

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