Exposure

Which tracked disruptions reach which companies, and how they reach them.

Method

A cell only exists if the claim behind it can be checked

Each cell is one assessment: a disruption from the register set against a company or sector. The fill is how hard it lands; the edge is how well established it is. Select a cell for the disruption behind it.

The site refuses to render an assessment that does not state the mechanism, how confident it is, the date it was last true, and at least one source you can follow. That is enforced in code, not by editorial habit. Every name on the chart also has its own page, listing each disruption that reaches it and why.

Exposure of tracked companies and sectors to open supply chain disruptions. Each cell gives the severity and the confidence of the assessment.
Company or sector	HRMStrait of Hormuz closed to most shippingActive	PANPanama Canal slot and draft restrictionsEasing	301178 Section 301 exclusions on Chinese goods now run to 9 January 2027Watch
Abu Dhabi National Oil CompanyOil and gas	Abu Dhabi National Oil Company, Strait of Hormuz closed to most shipping: High exposure, reported, as of 30 Sept 2026. Two tankers that IMO data list as managed or operated by ADNOC, the Mersin Prosperity and the Al Ruwais, were reported struck in the strait on 29 September.	Abu Dhabi National Oil Company, Panama Canal slot and draft restrictions: no assessment recorded.	Abu Dhabi National Oil Company, 178 Section 301 exclusions on Chinese goods now run to 9 January 2027: no assessment recorded.
Kuwait Oil Tanker CompanyMarine shipping	Kuwait Oil Tanker Company, Strait of Hormuz closed to most shipping: High exposure, reported, as of 30 Sept 2026. Its tanker Al Funtas was struck in the strait on 28 September and caught fire, which was put out; the crew were reported safe.	Kuwait Oil Tanker Company, Panama Canal slot and draft restrictions: no assessment recorded.	Kuwait Oil Tanker Company, 178 Section 301 exclusions on Chinese goods now run to 9 January 2027: no assessment recorded.
Container shipping to Gulf portsMarine shipping	Container shipping to Gulf ports, Strait of Hormuz closed to most shipping: Moderate exposure, reported, as of 13 Aug 2026. A.P. Moller-Maersk said inbound cargo to the Gulf had been rerouted to alternative ports as traffic through the strait was disrupted.	Container shipping to Gulf ports, Panama Canal slot and draft restrictions: no assessment recorded.	Container shipping to Gulf ports, 178 Section 301 exclusions on Chinese goods now run to 9 January 2027: no assessment recorded.
Importers of solar manufacturing equipmentSolar manufacturing	Importers of solar manufacturing equipment, Strait of Hormuz closed to most shipping: no assessment recorded.	Importers of solar manufacturing equipment, Panama Canal slot and draft restrictions: no assessment recorded.	Importers of solar manufacturing equipment, 178 Section 301 exclusions on Chinese goods now run to 9 January 2027: Moderate exposure, reported, as of 10 Nov 2026. Fourteen of the exclusions, under heading 9903.88.70, cover equipment used to make solar products; the 10 November 2026 notice extends them to 9 January 2027, and entries after that face the Section 301 duty unless they are extended again.
Importers of the other 164 excluded productsImporters	Importers of the other 164 excluded products, Strait of Hormuz closed to most shipping: no assessment recorded.	Importers of the other 164 excluded products, Panama Canal slot and draft restrictions: no assessment recorded.	Importers of the other 164 excluded products, 178 Section 301 exclusions on Chinese goods now run to 9 January 2027: Moderate exposure, estimated, as of 10 Nov 2026. The 164 exclusions under heading 9903.88.69, listed by tariff subheading in Annex A, now run to 9 January 2027; each importer's exposure depends on whether its product matches an exclusion description exactly.
Saudi crude exports via the Red SeaOil and gas	Saudi crude exports via the Red Sea, Strait of Hormuz closed to most shipping: Moderate exposure, reported, as of 06 Oct 2026. The East-West pipeline to Yanbu, the route around the strait, carried more than 5 million barrels a day before it was attacked, and partially resumed flows on 22 September.	Saudi crude exports via the Red Sea, Panama Canal slot and draft restrictions: no assessment recorded.	Saudi crude exports via the Red Sea, 178 Section 301 exclusions on Chinese goods now run to 9 January 2027: no assessment recorded.
Container shippingMarine shipping	Container shipping, Strait of Hormuz closed to most shipping: no assessment recorded.	Container shipping, Panama Canal slot and draft restrictions: Low exposure, inferred, as of 28 Sept 2026. Advisory A-36-2026 guarantees full-container vessels at least 42 Neopanamax slots a week, and the deeper draft lets the largest ships load closer to capacity.	Container shipping, 178 Section 301 exclusions on Chinese goods now run to 9 January 2027: no assessment recorded.
Importers of the five amended productsImporters	Importers of the five amended products, Strait of Hormuz closed to most shipping: no assessment recorded.	Importers of the five amended products, Panama Canal slot and draft restrictions: no assessment recorded.	Importers of the five amended products, 178 Section 301 exclusions on Chinese goods now run to 9 January 2027: Low exposure, inferred, as of 07 Oct 2026. Five exclusions now refer to the statistical codes that took effect on 1 July 2026, four amended on 2 September and one on 7 October, so entries filed under the old codes may not qualify.
Panamax bulk and tanker operatorsMarine shipping	Panamax bulk and tanker operators, Strait of Hormuz closed to most shipping: no assessment recorded.	Panamax bulk and tanker operators, Panama Canal slot and draft restrictions: Low exposure, inferred, as of 21 Oct 2026. The October increase applies to the Neopanamax locks only; Panamax slots stay at 23 a day, two fewer than in early September. On 21 October the authority reinstated last-minute reservations at the Panamax locks, offered when a slot becomes available.	Panamax bulk and tanker operators, 178 Section 301 exclusions on Chinese goods now run to 9 January 2027: no assessment recorded.

Severity of exposure

Low
Moderate
High
No assessment

Confidence

Reported
Inferred or estimated

Every assessment as a table — 9 claims across 9 names

Company or sector	Disruption	Severity	Confidence	As of	Mechanism	Sources
Abu Dhabi National Oil Company	Strait of Hormuz closed to most shipping	High	Reported	30 Sept 2026	Two tankers that IMO data list as managed or operated by ADNOC, the Mersin Prosperity and the Al Ruwais, were reported struck in the strait on 29 September.	1
Kuwait Oil Tanker Company	Strait of Hormuz closed to most shipping	High	Reported	30 Sept 2026	Its tanker Al Funtas was struck in the strait on 28 September and caught fire, which was put out; the crew were reported safe.	1
Saudi crude exports via the Red Sea	Strait of Hormuz closed to most shipping	Moderate	Reported	06 Oct 2026	The East-West pipeline to Yanbu, the route around the strait, carried more than 5 million barrels a day before it was attacked, and partially resumed flows on 22 September.	1
Container shipping to Gulf ports	Strait of Hormuz closed to most shipping	Moderate	Reported	13 Aug 2026	A.P. Moller-Maersk said inbound cargo to the Gulf had been rerouted to alternative ports as traffic through the strait was disrupted.	1
Container shipping	Panama Canal slot and draft restrictions	Low	Inferred	28 Sept 2026	Advisory A-36-2026 guarantees full-container vessels at least 42 Neopanamax slots a week, and the deeper draft lets the largest ships load closer to capacity.	1
Panamax bulk and tanker operators	Panama Canal slot and draft restrictions	Low	Inferred	21 Oct 2026	The October increase applies to the Neopanamax locks only; Panamax slots stay at 23 a day, two fewer than in early September. On 21 October the authority reinstated last-minute reservations at the Panamax locks, offered when a slot becomes available.	3
Importers of solar manufacturing equipment	178 Section 301 exclusions on Chinese goods now run to 9 January 2027	Moderate	Reported	10 Nov 2026	Fourteen of the exclusions, under heading 9903.88.70, cover equipment used to make solar products; the 10 November 2026 notice extends them to 9 January 2027, and entries after that face the Section 301 duty unless they are extended again.	2
Importers of the other 164 excluded products	178 Section 301 exclusions on Chinese goods now run to 9 January 2027	Moderate	Estimated	10 Nov 2026	The 164 exclusions under heading 9903.88.69, listed by tariff subheading in Annex A, now run to 9 January 2027; each importer's exposure depends on whether its product matches an exclusion description exactly.	2
Importers of the five amended products	178 Section 301 exclusions on Chinese goods now run to 9 January 2027	Low	Inferred	07 Oct 2026	Five exclusions now refer to the statistical codes that took effect on 1 July 2026, four amended on 2 September and one on 7 October, so entries filed under the old codes may not qualify.	2