The global importance of this region makes it near-impossible for businesses to avoid impact. CSCOs must leverage the resilience built in recent years.
The global importance of this region makes it near-impossible for businesses to avoid impact. CSCOs must leverage the resilience built in recent years.
By David Gonzalez | June 24, 2025
Despite attempts at a ceasefire between Israel and Iran, no chief supply chain officer (CSCO) can ignore what this — and other — geopolitical flashpoints could mean for their business.
Container traffic through the Suez Canal dropped by 50% following the November 2023 Red Sea crisis — a stark precedent for what’s unfolding now. With 30% of global container traffic historically passing through this corridor, the implications are massive. Gartner outlines three strategic imperatives for CSCOs.
Today’s challenge isn’t just about rerouting shipments — it’s about preserving business continuity, protecting margins and maintaining customer trust.
Gartner identifies four critical chokepoints: the Red Sea/Suez Canal, the Strait of Hormuz, regional high-volume ports (e.g., Jebel Ali, Haifa) and Eurasian railfreight. Each presents unique risks:
Red Sea/Suez Canal: APAC-to-Europe transit times could more than double.
Strait of Hormuz: Transit times may double or increase by up to 14 days.
Regional high-volume ports: Shipping costs could spike by 30% to 50%.
Eurasian railfreight: Railfreight delays of four to six weeks are likely due to demand surges.
What you may not know: Far East-to-Europe railfreight rose 9% YoY in early 2025, signaling a shift already underway.
Amid supply chain disruption, CSCOs must proactively brief CFOs on:
Fuel surcharges and marine insurance premiums, which have already risen 15% to 30%
Inventory holding costs, as “just-in-time” gives way to “just-in-case”
Technology investment gaps, especially in visibility and risk management tools
What you may not know: Underinvestment in supply chain tech has created more widespread vulnerabilities than many assume.
CSCOs must:
Reassess overreliance on Middle Eastern suppliers
Identify high-risk components and raw materials
Revalidate supplier risk management capabilities
What you may not know: According to the 2023 Gartner Future of Supply Chain Survey, two-thirds of supply chain leaders have invested in collaborative supplier relationships, but over 50% still face exposure due to geographic concentration.
Gartner’s message is clear: Resilience is not a future goal — it’s a current necessity. The Israel-Iran conflict is a stress test for every supply chain strategy built since COVID-19. CSCOs who act now will not only mitigate supply chain risk but may also gain competitive advantage.
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