Marketplace Morning Report What supply chains are being choked off by war?
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Mar 11, 2026 Nancy Marshall-Genzer, an on-the-ground reporter covering TSA screeners and airport impacts during a partial shutdown. Chris Rogers, head of supply-chain research at S&P Global, expert on global materials and logistics. They discuss how fighting in the Strait of Hormuz has choked oil and gas flows, ripple effects on helium, aluminum and petrochemicals, and which Asian economies face the biggest disruption.
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Strait Of Hormuz Disrupts More Than Energy
- The Strait of Hormuz shutdown is choking a wide range of materials beyond oil and gas.
- Chris Rogers says aluminum, helium, plastics and petrochemicals face major disruptions because the region supplies a large share of those inputs.
Big Supply Cuts Raise Prices And Reroute Demand
- Removing roughly a third to 40% of supply for some materials drives price spikes and forces buyers to reroute purchases toward Asia.
- Rogers highlights helium (one-third of world exports) as crucial for electronics and vulnerable to cuts.
Memory Chip Supply Faces Amplified Risk
- Chip shortages are worsened because memory producers in South Korea already lag demand and the conflict threatens inputs and logistics.
- South Korea accounts for 40–50% of global memory exports, so disruptions there ripple worldwide.