Global Maritime Risk Map (2026) | Request Access

A confidential investor map of chokepoint disruption risk and trade-route repricing—identifying the sectors, geographies, and companies positioned to win as global shipping becomes less reliable.

Global Maritime Risk Map (2026–2028) (Intelligence Report)

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This is the public listing for Seer’s Global Maritime Risk Map Intelligence Report (2026–2028). The full confidential report is not published publicly. It is provided only through direct request and subject to confidentiality and non-redistribution terms.

Abstract
Global trade is increasingly shaped by chokepoint fragility. When key maritime routes are disrupted by conflict, piracy, sanctions, weather constraints, canal limitations, or insurance repricing, the impact propagates through the real economy via freight rates, inventory cycles, commodity flow dislocations, and working-capital stress. This Intelligence Report provides Seer’s investor framework for evaluating maritime chokepoint risk in 2026–2028 and identifying second-order winners and fragile exposures that are often mispriced. The full report includes Seer’s route-risk methodology, monitoring indicators, and positioning frameworks across shipping, ports, rail, defense, energy logistics, and supply-chain infrastructure.

Executive overview (public summary)
Markets often price maritime reliability as a background constant. Seer treats it as a variable with investable consequences. Chokepoint disruption does not only raise shipping costs. It changes delivery certainty, reroutes energy and commodity flows, reshapes regional manufacturing advantages, and can reintroduce inflation impulses even when demand is soft. The edge is not predicting the next headline. The edge is understanding how disruption transmits into cashflows, margins, and capital allocation.

Key questions addressed
▪ Which chokepoints create the highest probability of cascading disruption in 2026–2028
▪ How do freight rates and insurance repricing translate into margin pressure and working-capital stress
▪ Where does rerouting create durable “friction premia” versus short-lived noise
▪ Which sectors and business models are structurally fragile to lead-time volatility
▪ Where do second-order winners emerge across ports, rail, warehousing, defense, and energy logistics

Inside the Intelligence Report (preview)
▪ Chokepoint-by-chokepoint risk framing (disruption types, duration risk, escalation pathways)
▪ A transmission model: how disruption becomes margin pressure, inflation impulse, or supply shock
▪ A winners/losers map across logistics, energy routing, industrial inputs, and defense-adjacent supply chains
▪ Monitoring indicators for regime shifts (routing behavior, insurance terms, convoy/security posture, freight spreads)
▪ [REDACTED — Seer Confidential] route-risk scoring weights, severity tiers, and monitoring dashboard
▪ [REDACTED — Seer Confidential] “fragile exposure” screens where returns become traps under rerouting
▪ [REDACTED — Seer Confidential] watchlists, sector baskets, and scenario positioning playbooks
▪ [REDACTED — Seer Confidential] internal diligence checklists used in Seer opportunity review

Why access is controlled
The full report is gated because it contains route-level scoring logic, monitoring triggers, and positioning frameworks that can be used competitively. Access is provided only through direct request and subject to confidentiality and non-redistribution terms.

Access Required – Click Here: [REQUEST ACCESS]

This publication is distributed through Seer’s controlled-access intelligence library. Submit your email to receive access instructions.

Wrap-up
Global trade is still functioning, but it is no longer guaranteed to be frictionless. In 2026–2028, chokepoint disruption risk is a recurring market force, not a one-off anomaly. This Intelligence Report provides Seer’s framework for identifying who benefits from route repricing and who breaks when reliability fails. The full confidential report is available only through direct engagement with cleared requestors.

Note
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