Hormuz and the Fertilizer Fault Line
When conflict disrupted gas exports through the Strait of Hormuz earlier this year, attention focused on gas prices and shipping lanes. But the shock travelled further — quietly rippling through fertilizer markets, where some producers were hit far harder than others, revealing how location-based risk can emerge deep within a supply chain.
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The world of Sustainability explored. A rotating cast of environmental, social, and governance researchers join hosts Mike Disabato and Bentley Kaplan as they discuss the most pressing news of the week. But in an enjoyable way.
Hormuz Disruption Highlights Supply-Chain Risk in Fertilizer Stocks
Middle East gas disruption revealed how indirect supply-chain exposure drove divergent fertilizer-stock performance, highlighting hidden risks beyond direct operations and geographic revenue exposure.
Uncovering Supply-Chain Risks in the Iran War
The Iran war hit global markets unevenly. We map three hidden channels — revenue, operations and supply chains — revealing where conflict risk truly sits in equity portfolios.
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