Global Shipping Disruptions Return: Why 2026 Could Test Supply Chains More Severely Than 2022

Early indicators suggest that global supply chains are once again entering a stress phase. Freight benchmarks are edging upward, insurers are repricing maritime risk, and vessels are rerouting around sensitive corridors. While the system is not yet in crisis, the structural buffers built after 2022 are now being tested under a new combination of geopolitical and climate pressures.