Iran War Is Exposing a Supply Chain Architecture Gap

Global markets are responding to the war through two immediate channels: energy pricing and transport risk.Today, March 3rd, global equities were broadly lower and oil prices higher as investors focused on threats to energy supply. Associated Press reporting showed Brent crude at $81.30 and U.S. crude at $74.47 that morning, alongside declines across major indices in Europe and Asia and weaker U.S. equity futures. The reaction was clearly tied to concerns about the potential impact of the confli