How the Iran Conflict Could Impact Manufacturing in China and Global Shipping [Podcast]

Geopolitical events often ripple through supply chains. The latest conflict involving Iran is one example.
While it’s still early to measure the full impact, disruptions around the Strait of Hormuz are already raising concerns about energy prices, shipping costs, and global logistics.
For companies sourcing products from China or other Asian manufacturing hubs, the effects could appear in two main areas:

• Manufacturing costs
• Shipping and logistics

Adrian, Renaud, and Kate from Sofeast get together to explore the context of the Iran conflict on manufacturing in China, shipping, and logistics, and provide some suggestions for importers to prepare for.

Listen here

Listen to the episode or watch on YouTube

Episode Sections:

• 00:29 – Introduction to the Iran Conflict
• 00:58 – Impact on Manufacturing Costs
• 06:02 – Uncertainty in the Global Market
• 07:01 – Shipping and Logistics
• 07:32 – Rising Insurance Costs
• 11:16 – Freight Cost Implications
• 12:35 – Shipping Delays and Bottlenecks
• 14:30 – Effects on Transit Times
• 15:55 – Preparing for Future Challenges

Further content

• US and Israel launch attack on Iran (CNN)
• IRGC says Iran in ‘complete control’ of Strait of Hormuz amid Trump threats (Al Jazeera)
• Oil and gas prices surge as Iran war disrupts Middle Eastern output (Reuters)
• Chinese refiners begin run cuts as Iran war tightens oil supply (Reuters)
• Don’t worry about the Iran conflict’s impact on oil prices—yet (Atlantic Council)
• Carriers rush to impose war risk surcharges as Middle East crisis deepens (Lloyd’s List)
• The Red Sea Crisis (Impacts on global shipping and the case for international co-operation) (International Transport Forum)

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