Why the Ceasefire Won’t Fix Supply Chain Risk episode artwork

EPISODE · Apr 10, 2026 · 16 MIN

Why the Ceasefire Won’t Fix Supply Chain Risk

from Resilient Supply Chain · host Tom Raftery

Send me a messageA ceasefire is in place, so why are supply chains still under pressure?Because a half-open chokepoint can be harder to manage than a fully closed one.In this second bonus episode of Resilient Supply Chain+, I break down what the war on Iran means for supply chain resilience, sustainability, risk, data, and visibility over the next 6-12 months. This isn’t about headline panic. It’s about what happens when disruption becomes friction, when shipping is still moving but at higher cost, with more uncertainty, more surcharges, and less room for error.You’ll hear how I separate the risks into three buckets: sectors facing acute operational exposure, sectors facing cost and margin pressure, and sectors facing second-order inflation exposure. We break down why fertiliser and sulphur may matter as much as oil, why “manageable” freight markets are not the same as healthy ones, and why adaptation, rerouting, and reserve releases buy time but don’t remove dependency.You might be surprised to learn why the war is also accelerating interest in electric vehicles, renewables, storage, and electrified operations. Not because they solve everything, but because every kilometre electrified is one less kilometre exposed to imported oil shocks.Most importantly, I lay out the practical playbook: what supply chain leaders should review in the next 7 days, what contracts to revisit in the next 30, and why energy security and supply chain resilience are now the same conversation.🎙️ Listen now to hear how this war is reshaping the future of resilient, sustainable 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.

Episode metadata supplied by the publisher feed · Published Apr 10, 2026

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Send me a message A ceasefire is in place, so why are supply chains still under pressure? Because a half-open chokepoint can be harder to manage than a fully closed one. In this second bonus episode of Resilient Supply Chain+, I break down what the war on Iran means for supply chain resilience, sustainability, risk, data, and visibility over the next 6-12 months. This isn’t about headline panic. It’s about what happens when disruption becomes friction, when shipping is still moving but at hig...

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Why the Ceasefire Won’t Fix Supply Chain Risk

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This episode was published on April 10, 2026.

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