Who Got Hit and How: Industry-by-Industry Impact

Automotive

70% of EU auto parts transit the Red Sea

Tesla Berlin shut down for 2 weeks — 5,000 to 7,000 vehicles not built
Toyota, Hyundai, Kia: +21 days on component shipments
Stellantis air-freighted parts at significant premium

Severity: HIGH

Retail & Consumer Goods

25–35% sustained shipping cost increase

IKEA, Walmart, Home Depot, Amazon experienced delays
Seasonal stock (spring clothing, patio furniture) missed selling windows

Severity: HIGH

Food & Agriculture

−40% wheat shipment decline in early Jan 2024

Robusta coffee prices +9%, reaching 16-year high
Temperature-sensitive goods particularly exposed

Severity: MEDIUM-HIGH

Chemicals & Fertilisers

30% of internationally traded fertilisers via Hormuz (now also at risk)

Kemira Oyj and MOSAIC rerouted shipments
Urea prices surged from $475 to $680/mt after Hormuz closure

Severity: MEDIUM-HIGH

Macro Economy

+0.7pp core goods inflation (J.P. Morgan estimate)

~9% reduction in effective global container shipping capacity
44,000+ businesses across 174 economies exposed to Hormuz disruption
80% of affected businesses are SMEs

Severity: HIGH

"These are not isolated logistics problems. They are cascading supply chain failures that reach the end customer — as higher prices, longer waits, and empty shelves."

Who Got Hit and How:Industry-by-Industry Impact

Automotive

Retail & Consumer Goods

Food & Agriculture

Chemicals & Fertilisers

Macro Economy

Who Got Hit and How:
Industry-by-Industry Impact