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What Was This War? The recent tensions in the Persian Gulf were not merely a local military conflict. This proxy war directly targeted the heart of global energy and raw material supply. The Strait of Hormuz – through which more than 20% of the world's oil and 30% of liquefied natural gas pass daily – became the frontline of an economic battle. Meanwhile, petrochemical plants located along the southern coasts of Iran and Arab countries, which supply feedstock to over 100 downstream industries, one after another announced production cuts or temporary shutdowns.
What Did This War Do? In practice, it tore apart the global supply chain of polymer and chemical materials. Factories producing nylon, synthetic fibers, paints, resins, automotive parts, home appliances, construction materials, and even industrial machinery suddenly faced severe feedstock shortages. Global polyethylene prices jumped more than 50% within two months. Many small and medium-sized producers in Iran and neighboring countries either shut down or continued operating with negative profit margins. The shock hit not only industry but also people's daily lives – from food and pharmaceutical packaging to car and housing prices.
What Will Happen Next? Predictions indicate that as long as stability does not return to the Persian Gulf and petrochemical sanctions are not lifted, the raw material market will remain volatile and scarce for at least the next 12 to 18 months.
· Optimistic scenario: Partial replacement of transport routes through China, Russia, and Turkey, but with much higher logistics costs.· Pessimistic scenario: Escalation of conflict and complete closure of the Strait of Hormuz – meaning an 80% cut in feedstock for the region's petrochemical industry and a deep industrial recession in the Eastern Hemisphere.
In this report, we examine the impact of this crisis on 8 key and sensitive industries: Industries without which our daily life would be paralyzed

1. Plastic and Packaging Industry
2. Textile and Synthetic Fibers Industry
3. Paint, Resin and Adhesive Industry
4. Automotive and Parts Manufacturing Industry
5. Home Appliance Industry
6. Construction Industry
7. Industrial Machinery and Equipment Industry
8. Food and Pharmaceutical Industries

1. Plastic and Packaging Industry Closure of the Persian Gulf means severe reduction or halt in polyethylene and PVC feedstock. Result: at least 40% price increase for nylon, packaging films, and disposable containers.
2. Textile and Synthetic Fibers Industry Polyester fibers, Nylon 6 and 66 are made directly from petrochemicals. Shortages will cause crisis in industrial garments, machine-made carpets, and synthetic fabrics.
3. Paint, Resin and Adhesive Industry Epoxy resins, polyurethane and vinyl acetate are base of industrial paints and strong adhesives. Without these materials, construction, furniture, and auto plants face serious problems.
4. Automotive and Parts Manufacturing Industry Petrochemicals account for over 15% of a car's weight (dashboards, bumpers, cables, tires). Shortages mean reduced production, higher prices, and longer delivery waits.
5. Home Appliance Industry Refrigerator bodies, washing machines, vacuum cleaners and many internal parts are made from polymers. Without stable supply, production lines face shift reduction or temporary shutdown.
6. Construction Industry From UPVC and PVC pipes to polystyrene insulation (styrofoam) and construction adhesives – all depend on Persian Gulf petrochemicals. Closure of Strait of Hormuz raises construction cost per square meter by at least 20%.
7. Industrial Machinery and Equipment Industry Polymer parts are widely used in pumps, industrial valves, belts and seals. Raw material shortages disrupt maintenance of mines, oil and gas facilities, and factories.
8. Food and Pharmaceutical Industries Food and pharmaceutical packaging (bottles, caps, syringes, IV bags) require medical and food-grade polymers. Shortages directly threaten drug and health supply chain.

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