For logistic companies, or for logistics investors, it is time to stay calm and carry on. Monday, Amazon com sent a shock wave through the market by announcing Amazon Supply Chain Services, or ASCS, essentially opening up to outside customers the logistics network it built to support its retail business.

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Mitsui O.S.K. says its vessels did not pay fees transiting Hormuz - Reuters

Reuters2026.05.08

Mitsui O.S.K. says its vessels did not pay fees transiting Hormuz Reuters

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‘Not a Chance Hormuz Opens’: How Wall Street’s new NACHO trade bets on a prolonged oil shock

CNBC2026.05.08

Traders are embracing the “NACHO” trade, betting Hormuz disruptions and elevated oil prices will persist longer than expected.