Emily Crowley
speaker
135 appearances
2 recordings
1 series
first heard May 2026
last heard 20 Jun
Emily Crowley’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 2 in all, peaking in Jun 2026 with 1.
Appearances
As I'd mentioned, we're no longer expecting this to be a short-lived scenario.
In fact, we've lived through that short-lived high timeframe.
We're not expecting any quick for fixes.
And essentially we see the Strait of Hamous remaining effectively closed, hopefully starting to open up over the summer.
There's multiple knock on impacts of this.
Essentially, as the Strait of Ormuz remains effectively closed, more countries are running through their inventories, which means we're setting up for and getting closer to a pivotal point where we could actually see significantly worse economic outcomes.
The longer the price crisis continues, initially, the more pressure we're seeing build in supply chain.
So shipping has been disrupted.
We've seen disruptions on midstream, downstream goods, capacities breaking from offline.
A lot of this is emul emanating from Asia, but that is really starting to push the secondary impacts through from a cost perspective.
So the initial cost jump very much driven by energy inputs.
Now we're starting to see what that means as those price shocks are move are moving through the supply chain from raw material.
materials to intermediate and finished goods.
shortages have re-emerged.
So risk mitigation strategies in sourcing are really marking a departure from the global marketplace.
Right.
We're no longer prioritizing low cost, best costs.
We're looking at mitigating risk.
So that's a theme we expect to continue.
And we can certainly see that and that's also been spurred on by some of the volatility we've had in trade policy as well.
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