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The US-Iran conflict triggered major disruptions across global supply chains, energy markets, shipping routes, and commodity prices as Hormuz vessel traffic collapsed and freight costs surged.

Key Highlights

  • Affected Sectors & Headline Impacts
  • Price Change vs. Baseline - Mar 8, 2026
  • Conflict Escalation Timeline
  • Global Route Disruption & Freight Rates
  • Price Change vs. Baseline - Key Materials
  • Metals-GCC Smelter Curtailments
  • Surfactants & Flavors / Fragnances
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