MIDDLE EAST
technology · international · severity 9
Iran War Disrupts Global Supply Chains and Markets
The ongoing US-Israel war against Iran is disrupting critical global supply chains, driving up oil and fuel prices, constraining semiconductor and chemical supplies essential to chipmaking, and forcing businesses worldwide to adjust operations. Airlines including Air India are reducing flights; aluminum can shortages are affecting soft drink availability in India.
Sources
- How the Strait of Hormuz blockade is disrupting global chip supply chains, affecting supplies of helium, bromine, sulfur, and thinners essential to chipmaking (Bloomberg)
- Analysis: contract prices for NAND chips are up 600%+ since late September 2025, while those for DRAM chips are up ~400%, with analysts expecting further gains (Winnie Hsu/Bloomberg)
- Air India to suspend several international flights from June as Middle East crisis fuels oil shock
- Is there a Diet Coke shortage? What to know about India's 'candemic'
- Iran war: Oil stocks being used up at record pace, IEA warns
- Oil prices fall as markets watch Iran ceasefire and China talks
- European firms in China rethink supply chains as Iran war drives up costs, survey finds
- HK Express cuts surcharge by 12.8% as fuel prices ease amid Mideast war
- Bolivia Hits 67 Roadblocks as Inflation Reaches 14%
- Air India cuts international flights; suspends services on 6 overseas routes