Twenty Miles That Shook the World

2026

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This report analyzes the profound economic and geopolitical impacts of the Iran conflict and the subsequent disruption of the Strait of Hormuz, charting a path toward a new global normal.

* Examines the multifaceted disruption to global energy supply, including crude oil, refined products, and LNG.
* Details the ripple effects across key sectors such as shipping, fertilizers, petrochemicals, helium, and aluminum.
* Assesses the structural economic and geopolitical shifts, including increased war risk costs, supply chain diversification, and geopolitical fragmentation.

Strait of Hormuz, Iran conflict, energy crisis, global economy, geopolitical shifts

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