The paralysis of the Strait of Hormuz is a geopolitical iceberg threatening global manufacturing, with ripple effects crippling supply chains now and in the longer term. Professor Shardul Phadnis , Professor of Operations and Supply Chain Management at the Asia School of Business unpacks the implications, risks and why boards must treat supply chain resilience as a capital asset.

Learn More About:

• The Hormuz Shockwave: How disruptions at this critical choke point severely affect non-energy manufacturing by restricting crude oil feedstocks used for plastics, coolants, and paints.
• The Ripple Effect: Why missing a single weekly ocean port call can severely disrupt asset-heavy chemical plants that schedule their production campaigns months in advance.
• Rapid Exposure Analysis: The critical steps mid-tier manufacturers must take to map tier-1 supplier manufacturing locations, identify shipping vulnerabilities, and navigate shifting trade policies.
• The Death of Traditional Forecasting: Why major geopolitical disruptions violate the core assumptions of probabilistic forecasting, forcing supply chains to abandon historical data for safety stock planning.
• AI-Powered Scenario Planning: How AI accelerates scenario creation from several months to just one or two weeks, shifting its application from long-term strategy to 6-month tactical planning.
• Valuing Resilience as an Asset: Why treating adaptability as a capital asset, much like Toyota stockpiling a six-month supply of chips after the 2011 Tohoku earthquake, is logically necessary despite the tension it creates with short-term quarterly profits.