Hormuz Is a Stress Test, Not a Black Swan

Send me a messageWhat happens when one chokepoint stops being reliable, and global supply chains discover just how fragile “efficient” really was?In this Resilient Supply Chain+ bonus episode, I unpack the fallout from the continued disruption of the Strait of Hormuz following the Xi-Trump summit, and what it means for supply chain resilience, sustainability, risk, data, visibility, and operational decision-making over the next 6–12 months.This isn’t just an energy story. You’ll hear how disruption in Hormuz ripples into freight, fertiliser, food prices, industrial inputs, shipping insurance, data centres, and even semiconductors. We break down why energy shocks quickly become manufacturing shocks, why logistics reliability is being repriced, and why fertiliser disruption today could become food inflation months from now.You might be surprised to learn how obscure inputs like sulphur and helium can become major supply chain risks. Sulphur links directly to fertiliser, copper leaching, nickel processing, batteries, EVs, and grids. Helium is critical for semiconductors, MRI machines, fibre optics, cryogenics, aerospace, and leak detection. Not exactly the stuff most boards discuss over coffee. They may need to start.I also share a practical executive checklist: map chokepoint exposure, segment by criticality, revise lead-time assumptions, build intelligent buffers, diversify routes, review contracts, and treat energy security as supply chain strategy.🎙️ Listen now to hear why Hormuz is not a black swan, but a stress test for resilient supply chains.Support the showPodcast supportersI'd like to sincerely thank this podcast's generous Subscribers:Alicia FaragKieran OgnevGary LynchAnd remember you too can become a Resilient Supply Chain+ subscriber  - it is really easy and hugely important as it will enable me to continue to create more excellent episodes like this one and give you access to bonus episodes of topical, timely supply chain resilience analysis.🎤 Looking for a keynote speaker on supply chain resilience, AI, and sustainability?I help leaders understand the forces reshaping global supply chains, from geopolitical disruption and climate risk to AI and real-time decision-making. Download my Speaker Pack: https://tinyurl.com/spkrpckFinallyIf you have any comments/suggestions or questions for the podcast - feel free to just send me a direct message on LinkedIn, or send me a message using this link.If you liked this show, please don't forget to rate and/or review it. It makes a big difference to help new people discover it. Thanks for listening.