(EN) Hormuz, the Red Sea, and Beyond: Economic Fallout and Navigating the Supply Chain Reset for Businesses

(EN) The ongoing geopolitical tensions in the Middle East have significantly disrupted global trade and supply chains, with disruptions in the Strait of Hormuz and Red Sea affecting energy markets, shipping routes, and businesses worldwide.

As global supply chains face rising energy prices, increased transportation costs, and raw material shortages, businesses across industries are being forced to rethink their sourcing strategies and operations. These disruptions have created both challenges and new opportunities in sectors such as logistics, manufacturing, mobility, and consumer markets.

This report explores the economic impact of the Middle East conflict on global supply chains, examining how disruptions spread from energy and raw materials to manufacturing and consumer markets. It also features country-level insights, commodity price analysis, and case studies of companies such as Hapag-Lloyd, LG Chem, IKEA, and Sheng Siong, highlighting how businesses are adapting their strategies to navigate supply chain challenges.