We kick off this episode by looking at the air cargo sector, where ⁠National Airlines is preparing to launch its first Boeing 777-200 freighter⁠ into service this May. This new twin-engine aircraft offers a 112-ton payload and increased fuel efficiency for a market currently facing tightening widebody availability.

Out on the water, experts warn that the ⁠Strait of Hormuz may remain restricted for six months or more⁠ even after the war concludes due to unmarked mines scattered in the waterway. These severe safety hazards have caused marine insurers to declare force majeure and drastically hike war risk premiums for commercial vessels.

Finally, we head down to the border to examine how ⁠Mexico's heavy-duty truck exports experienced a noticeable decline⁠ during the month of March. This manufacturing contraction is directly tied to cautious fleet investments in the United States, which remains the dominant market for these outbound shipments.

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