Geopolitics in Action: The Domino Effect on Trade Routes

As geopolitical disruption reshapes global trade, the real impact extends far beyond simple rerouting. This session examines how three critical regions – the Middle East, Europe and Asia – are acting as pressure points for project cargo, from the Strait of Hormuz and Red Sea to the Black Sea and the Malacca-Singapore Strait. From war risk and insurance shocks to longer voyages, schedule disruption and shifting risk allocation, the discussion explores emerging vulnerabilities, how companies are adapting route and contract strategies, and what these shifts signal for the future geography of global trade and project development.