Marketplace All-in-One What supply chains are being choked off by war?
Mar 11, 2026
Chris Rogers, head of supply chain research at S&P Global, explains how war is choking off shipments of commodities like helium, aluminum and petrochemicals. He outlines which regions—Japan, South Korea and ASEAN—are feeling the pain and how disruptions can ripple into tech and manufacturing. The conversation also touches on broader transport snarls and staffing strains at airports.
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Hormuz Shutdown Hits Many Commodities
- The Strait of Hormuz shutdown is choking a broad range of materials beyond oil and gas.
- Chris Rogers highlights aluminium, helium, plastics, ethylene glycol and other petrochemicals as directly affected by blocked shipping and mine/bombing activity.
Partial Supply Loss Triggers Price And Rerouting
- Removing about a third to 40% of supply for some materials creates both price spikes and diversion of remaining shipments.
- Rogers says buyers will pivot to Asian suppliers, and countries that produce locally like the US and Europe may still face disruption (example: helium).
Chip Shortages Amplified By Gulf Disruptions
- Memory chip supply was already tight and the Gulf disruptions risk worsening shortages for global electronics.
- Rogers notes South Korea supplies 40–50% of memory exports, so any regional shock amplifies existing deficits.