AI Weekly Malaysia

Tom Wojcik's essay traces one cause — the Strait of Hormuz, which Iran has kept closed since March using drones, missiles, mines and small boats — into fuel, food and winter heating costs, noting tanker traffic through it fell by more than 90% and that the IEA calls it the largest oil supply disruption the market has ever seen. Brent went from near $97 in early September to around $105 mid-month and $108 on 24 September, after Washington rejected Iran's 22 September written road map for a 60-day regional ceasefire and phased reopening of the strait. He also flags the Breakwave Tanker Shipping ETF rising more than 600% in the war's first two months and up over 2,300% for the year by early September, with supertanker day rates going from under $100,000 pre-war to a record of about $860,000 on 10 September.

Why: This is macro context, not a change to any tool you use — nothing in it tells a developer or founder to alter their stack. The only usable numbers are cost inputs: if your budget includes physical shipping, hardware freight or energy-linked pass-through, ~$860,000/day supertanker rates and ~$108 Brent are what reprice first. The piece contains no Malaysia- or Southeast Asia-specific data, so any local impact is something you would have to verify yourself rather than take from this essay.