MarketPulse

supply chain disruption

26 articles
BenzingaBenzinga··Stjepan Kalinic

Iran Tensions Ripple Through Commodities: BMO Warns Oil Severely Undervalued

Middle East tensions disrupt global commodities. BMO warns crude is undervalued relative to supply risks, while fertilizer and chemical producers face margin opportunities.
LYBCCDOWCFNTR+2oil pricessupply chain disruption
BenzingaBenzinga··Evette Mitkov

TSM Shares Plunge 4% as Geopolitical Tensions Threaten Chip Supply Chain

TSM shares fell 4.11% Thursday as Middle East conflict threatens semiconductor material supplies and raises energy costs, potentially slowing AI data center expansion.
TSMsemiconductorAI data centers
BenzingaBenzinga··Dmytro Spilka

FTSE 100's Strong 2025 Run Faces Test From Iran Conflict Inflation Risk

FTSE 100's 21.5% 2025 gain faces pressure from Iran conflict risks that could reignite inflation and force higher interest rates, threatening index performance.
HBTPFIRESFinflationsupply chain disruption
BenzingaBenzinga··Ananya Gairola

Economists Warn Iran Conflict Could Cost $1T, Reignite Inflation Amid Oil Surge

Economists warn escalating Iran tensions could cost $1T, spark supply chain disruptions, and reignite inflation as oil surges above $90/barrel.
GOVTinflationenergy sector
The Motley FoolThe Motley Fool··Daniel Miller

Ford Posts $11.1B Loss as Tariffs and Supply Chain Disruptions Derail Q4

Ford reports $11.1B Q4 loss due to $900M tariff costs and aluminum supply disruptions, though revenue beat expectations. Company projects 2026 recovery.
FFpBFpCFpDnet loss2026 outlook
BenzingaBenzinga··Stjepan Kalinic

Mexico's Mining Sector Faces Disruption Amid Cartel Leadership Vacuum

Mexico's silver mining sector faces disruption risks from cartel leadership transition and escalating violence in key production regions, threatening global supply chains.
PAASAGsupply chain disruptionMexico cartel violence