[New] The global economy is still adjusting to the inflationary consequences of the Iran conflict, while supply chains remain vulnerable following months of disruption.
financialpost
[New] Protecting battery supply chains will require system-wide coordination because critical bottlenecks can turn local shocks into global problems.
ScienceDaily
[New] The European Union Agency for Cybersecurity Threat Landscape Report identifies ransomware as one of the most significant cyber threats facing organizations worldwide, particularly targeting critical infrastructure, healthcare, and supply chains.
fortinet
[New] Around 20% of global oil and LNG supply transits Hormuz, but recovery in flows and production after the U.S.-Iran deal could take several months.
MarineLink
[New] Against the backdrop of geopolitical turbulence, sanctions, disruptions in global supply chains and growing competition over transit routes, the Trans-Caspian International Transport Route, widely known as the Middle Corridor, is acquiring significance that extends far beyond transportation.
The Astana Times
[New] The latest Critical Minerals Review of Canada shows that at a time of increasing concentration risks, including from export controls by the dominant supplier, Canada has the potential to contribute to the development of secure, diversified and competitive global supply chains for critical minerals.
IEA
[New] Supply chain disruptions and damage to regional oil and gas infrastructure have reinforced expectations for tighter supply and higher-for-longer commodity prices, supporting continued investment in North American drilling, infrastructure expansion, and strategic resource consolidation.
PwC
[New] At the same time, many BEAD approved, in-flight projects likely will not finish until 2027, and fiber supply chain constraints are adversely impacting smaller fiber operators, who lack scale, workforce capacity, and pricing power.
PwC
[New] Due to the attacks on merchant vessels in the southern Red Sea, there has been a disruption in the maritime trade and supply chains through the Mediterranean Sea and the Suez Canal.
GlobeNewswire
[New] A disruption to chip supply chains could simultaneously constrain AI development and trigger a sharp repricing of technology stocks, with cascading effects on New York's Finance and Information sectors.
Office of the New York City Comptroller Mark Levine
[New] Supply chains continue to adapt, benefiting economies such as Vietnam, Taiwan and Mexico, while energy reallocation and AI-driven semiconductor demand sustain trade growth despite geopolitical disruptions and protectionist pressures.
BBVA research
[New] Of the two, the SAF could be more vulnerable to weapons disruptions, as it relies much more on formalized and bulky maritime delivery channels from regional allies through the Red Sea and Port Sudan, supply channels which may be imperilled once again should the Houthis resume attacks on the Red Sea.
The Tahrir Institute for Middle East Policy -
[New] The Middle East crisis has added a new category of demand: advisory around energy security, defence procurement, and geopolitical risk is growing among corporate clients reassessing their supply chains and operational exposures.
Capitalise
[New] Fertiliser, food, transport prices and plastics supply chains High fertiliser prices and strained supply of key inputs like urea have raised costs for farmers in Asia at the start of key planting seasons, which will reduce crop yields.
Zero Carbon Analytics
[New] The fertilizer supply shock triggered by disruptions in the Middle East has reinforced concerns about the agricultural sector's dependence on a relatively small number of fertilizer-producing regions.
Global Agriculture
[New] NVIDIA remains central to AI, but the opportunity set extends across the broader supply chain. / USAMiddlefield
[New] Ingredients such as meat, fish, poultry, grains, and specialty proteins are subject to fluctuations due to seasonal availability, geopolitical tensions, and global supply chain disruptions.
Persistence Market Research
[New] External risks have intensified following an announcement by the Office of the United States Trade Representative introducing tariffs of between 10% to 12.5% on products associated with forced labour concerns, a measure that could affect segments of Mexican supply chains.
Mexico Business
[New] Looming USMCA renegotiations and new U.S. forced labour tariffs ranging from 10% to 12.5% are expected to intensify regulatory and operational pressures on export-oriented manufacturers and cross-border supply chains.
Mexico Business
[New] Geopolitical shifts have the potential for even more acute, extreme, and unpredictable changes for global supply chains.
GOV.UK
[New] On the supply side, OPEC expects non-DoC production growth of about 600,000 bpd in 2026 and another 600,000 bpd in 2027.
investing.com
[New] Investors priced in the possibility that attacks on energy infrastructure, shipping routes, or production facilities could significantly tighten global supply conditions.
investing.com
Last updated: 22 June 2026
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