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Not because polyester vanished overnight, but because the Strait of Hormuz is “closed” in the only way supply chains truly fear: cargo cannot be priced, insured, or scheduled with confidence. Ships at anchor, war-risk cover pulled, and container networks reshuffled have turned a geopolitical shock into a commercial one—one that hits textiles through volatility as much as scarcity.
How the conflict became a trade disruption
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