Inside Sourcing | Jun 2026
Having navigated the ‘energy shock’, supply chains are now preparing for peak season at time when uncertainty rules the market.
/ What A Longer Closure Really Means for the US and EU
Despite the fearmongering around a prolonged closure of Strait of Hormuz, current forecasts for the US and EU remain relatively stable.
While a continued disruption of oil exports would clearly slow growth and keep inflation elevated for longer, most baseline scenarios still stop well short of the deep recessions, energy rationing, and systemic financial stress seen in past major oil shocks and global crises.
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Having navigated the ‘energy shock’, supply chains are now preparing for peak season at time when uncertainty rules the market.
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