The war with Iran keeps reshaping manufacturing in unexpected places. A bitumen shortage tied to the oil disruption is stalling road construction from India to Italy, and ships stuck in the Gulf are accumulating barnacles and jellyfish that foul their hulls and raise fuel costs. We trace that thread through a packed automotive segment: Ford's secret skunk works racing to build a $30,000 electric truck, the Tesla Semi finally shipping at $290,000 with 300 miles of charge in 30 minutes, and BYD's fleet of eight company-owned car carriers that ferry 300,000 vehicles a year through waters other ships avoid. Amazon is opening its logistics network as a third-party service, and the Trump Mobile phone shipped nine months late looking a lot like an HTC handset from Taiwan. Then we sit down with Alex's new Cost of Quality report, built on a survey of 210  ...