Strait of Hormuz Risk and European Diesel Surge: What the U.S.-Iran Escalation Means for Corporate Strategy
Industry Insights

Strait of Hormuz Risk and European Diesel Surge: What the U.S.-Iran Escalation Means for Corporate Strategy

Fresh U.S. airstrikes on Iran and the revocation of Tehran’s oil-sales waiver have placed the Strait of Hormuz at the centre of corporate risk assessments, while Ukraine-driven refinery disruptions push European diesel prices higher. CFOs, M&A Directors and General Counsel must act now to stress-test energy exposure, supply chain concentration and deal pipeline valuations.

50% US Tariffs on Canada, Oil at $90: What the 2025 Geopolitical Shock Means for European Business Strategy
Industry Insights

50% US Tariffs on Canada, Oil at $90: What the 2025 Geopolitical Shock Means for European Business Strategy

The US imposition of 50% tariffs on Canadian products, oil prices at $90.30/barrel, and escalating Middle East tensions are creating a convergent geopolitical shock that demands immediate strategic reassessment from European boards and executive teams. From M&A due diligence to energy procurement and infrastructure investment, the efficiency-first corporate model is being structurally challenged.