Beyond the Price Spike: How the Strait of Hormuz Disruption Cascades Through Your Supply Chain

One-fifth of the world’s oil and LNG passes through the Strait of Hormuz — but the real threat to your supply chain isn’t the energy price spike. It’s a cascade: shipping rotations slow, ports congest, inland logistics buckle, air freight capacity shrinks, and stockout fear amplifies demand beyond reality. Here’s how it unfolds, phase by phase.

Where Risk Moves Next: Japan’s BCP Journey from Disaster Preparedness to Geopolitics and Supply Chain Strategy

On March 11, 2026 — fifteen years after the Great East Japan Earthquake — I attended two back-to-back geopolitics lectures online: Prof. Yu Koizumi (UTokyo) on Japan’s evolving security environment, and Dr. Andrew Staples (GeoPol Asia / GLOBIS) on Geopolitics for Business. These are my notes and reflections — from nuclear deterrence and the Stability–Instability Paradox to supply chain redesign, Japan’s leapfrog dilemma, and the foresight of the 1980 Ohira Report.

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