• Supply Chain Scenario Analysis: Short vs. Prolonged U.S.–Iran Conflict

    On February 28, 2026, the US and Israel launched a precision military strike against Iran, triggering global market panic. Looking back at US-Iran tensions in early 2020 that nearly escalated into a full-scale war—though they lasted only about a week before de-escalating and did not evolve into sustained military conflict—many observers at the time believed the impact would be limited. Yet subsequent developments confirmed a fundamental supply chain principle: “short-term

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