Guest Keynote: Chokepoints, Corridors and the Collapsing Rules of Trade

2026 rewrote the risk map. The Strait of Hormuz closed within 48 hours of the February strikes, carriers suspended transits, war-risk cover was withdrawn or repriced beyond viability, and both major Middle East corridors were blocked at once — adding thousands of nautical miles to routes and more than 20% to cost on key lanes. This guest keynote steps back from operational detail to the strategic picture: how chokepoint concentration became the defining supply chain exposure of the decade, which commercial signals precede a closure, and what a genuinely multi-corridor network strategy looks like when the rules of trade are being rewritten faster than networks can be redesigned.