A sea route that a single ship can’t manage has to be carried by trucks. Iran moved its trade from the Strait of Hormuz to the mainland—using the border gateway ports of its neighboring country, Turkey.
Overland isn’t another route; it’s another way of life. One sea voyage can carry 20,000 tons, while one truck carries 20 tons. When the multiples differ that much, freight costs become a second tax laid on the cargo. The time spent queuing at the border is more expensive than the journey itself.
In this world, the costliest thing is never the goods—it’s the route that gets the goods into people’s hands. Truck convoys stuck at the border eventually turn into higher prices: reflected in Turkey’s flour, and also in the fuel prices far away.
To see how long this shift can last, you don’t need to watch battle reports—just look at one number: the average detention time at border gateway ports. If it keeps stretching out, it means overland transport isn’t a stopgap measure, but the new normal for the years ahead.
Scan the QR code below 👇 to join the group. In the group, we check in once a week on changes in the prices of bulk commodities and transportation costs.
#地缘政治 #贸易 #cost
Overland isn’t another route; it’s another way of life. One sea voyage can carry 20,000 tons, while one truck carries 20 tons. When the multiples differ that much, freight costs become a second tax laid on the cargo. The time spent queuing at the border is more expensive than the journey itself.
In this world, the costliest thing is never the goods—it’s the route that gets the goods into people’s hands. Truck convoys stuck at the border eventually turn into higher prices: reflected in Turkey’s flour, and also in the fuel prices far away.
To see how long this shift can last, you don’t need to watch battle reports—just look at one number: the average detention time at border gateway ports. If it keeps stretching out, it means overland transport isn’t a stopgap measure, but the new normal for the years ahead.
Scan the QR code below 👇 to join the group. In the group, we check in once a week on changes in the prices of bulk commodities and transportation costs.
#地缘政治 #贸易 #cost
