– Drewry WCI weekly change (2026-07-31): -3%
– Marine: An Indian-flagged cargo vessel sank in the Red Sea after an explosives-laden boat attack off Yemen, heightening shipping risks.
– Average waiting time for ships at the Port of LA was 4 days, below the 4.0-day congestion threshold.
No PMI, FX, yields, or other commodities updates included today.

