Jun 30, 2026 · 16 min · 11 segments
Recent disruptions have highlighted vulnerabilities across global trade and supply chains, prompting business leaders to reassess the resilience of the systems that support their organizations…
Rami RafihHost
The conflict in the Middle East evolves along three main dimensions, and they are interrelated.
Geographic scopes, we first thought it was constrained to Iran, then it devolved to the GCC.
But now we see many countries, especially in the emerging markets, being affected.
And we've seen at least 11 countries asking the help of the IMF International Monetary Fund.
On the sectorial scope, and this will be the focus of today, We thought it would focus mainly on energy, transport, and logistics, but we quickly understood that it expands to other sectors like chemicals, agriculture, and other sectors.
We have identified six sectors that are disrupted, three of them with high level of disruption being shipping, gas, and oil, and then three others, aviation, metals, and chemicals, with medium level of disruption.
The conflict in the Middle East evolves along three main dimensions, and they are interrelated.
Geographic scopes, we first thought it was constrained to Iran, then it devolved to the GCC.
But now we see many countries, especially in the emerging markets, being affected.
And we've seen at least 11 countries asking the help of the IMF International Monetary Fund.
On the sectorial scope, and this will be the focus of today, We thought it would focus mainly on energy, transport, and logistics, but we quickly understood that it expands to other sectors like chemicals, agriculture, and other sectors.
We have identified six sectors that are disrupted, three of them with high level of disruption being shipping, gas, and oil, and then three others, aviation, metals, and chemicals, with medium level of disruption.
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