Engine oil at 4×, cargo “disappears” from Hormuz, Gemini’s “three-company hack” — plus five more | BPJ News (Evening Edition)
A Middle East materials-and-logistics shock and an AI governance accident hit in the same week—forcing factories to rewrite shutdown thresholds and trading terms at the same time.
Financial Times reports that US retailers have started rationing engine oil, with prices rising fourfold. With passage through the Strait of Hormuz suddenly in doubt, even the assumptions behind materials arrival dates and freight quotes are getting shaky.
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Translated from Japanese by AI. The Japanese original is authoritative.

A cluster of stories that directly shake “the movement of things”—lubricant supply anxiety, rerouted shipping around the Strait of Hormuz, and swings in marine fuel prices—landed in the same news cycle as AI accounting treatment, state-led AI organization-building, and governance risks in generative AI. In China, reporting focused on the breakdown of power demand and tighter oversight of price wars. In Japan, there are warnings of possible service suspensions as a typhoo…
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