Israel-Iran: Supply Chain Concerns After the '12-Day War'

Concerns are rising about global supply chains following the '12-Day War' between Israel and Iran. The fragile ceasefire, brokered by the US and Qatar, has paused the exchange of fire, but not the rivalry.

The 12 days of conflict highlighted risks in maritime 'chokepoints', the energy market, and capital flows. Insurance companies priced in the risk of missile attacks in the Strait of Hormuz, with tanker insurance premiums doubling.

Brent crude jumped 9% to $78-79 a barrel, while Gulf state investment funds proceeded with multi-billion dollar investments in energy assets and artificial intelligence.

Israel's 'rolling denial' doctrine suggests a possible new strike within 6-12 months, with a likely response from Iran via cyberattacks and sabotage.

The crisis demonstrated that risk now spreads faster along supply networks, requiring rapid responses.