Supply Chain Risk Index — September 2026: 37.6

The Supply Chain Risk Index started September at its lowest point of 29 before rising through the month. Tensions were pushed up early by reports detailing logistics challenges facing U.S. warships, which added seven points to the index. Risk increased further when the U.S. warned allies about missile delivery delays caused by shortages, and when Lowe's launched a drone delivery pilot with Wing and DoorDash. These events drove the index to its peak of 44 on September 24. With no calming events reported to lower risk, the month ended with an overall average score of 37.6.

Peak 44 on 2026-09-24 · low 29 on 2026-09-01 · locked record · ← August · Supply Chain Risk Index timeline · October → · World Tension, same month

• U.S. targets Iran's military supply chain as diplomatic talks remain uncertain PBS · 2026-09-29
• The Logistics Nightmare Facing U.S. Warships The New York Times · 2026-09-02
• U.S. warns allies of missile delivery delays due to shortage The Japan Times · 2026-09-19
• What would a US diesel export ban mean for global fuel prices? Al Jazeera · 2026-09-26
• Lowe’s debuts drone delivery pilot with Wing, DoorDash Supply Chain Dive · 2026-09-24
• China's Fuel Exports Surge as Global Diesel Shortage Deepens Crude Oil Prices Today | OilPrice.com · 2026-09-18
• Families fleeing Yemen’s war face displacement, hunger and water shortages Al Jazeera · 2026-09-25
• Department of War Announces a $450 Million Investment in The Elmet Group to Secure America U.S. Department of War (.gov) · 2026-09-14