The week's policy shocks, priced.

Supply Chain Risk This Week: 6 Government Moves Repricing Your Landed Cost (May 2026)

Indonesia's export curbs, China's rare-earth rule, the Nexperia chip crisis, the Taiwan Section 232 refund window, OFAC's "Economic Fury" sanctions, and the Lukoil clock — the landed-cost impact and the next move for each.