Shipping Caught within the Crosshairs of Iran War
The US-led attack on Iran heightens near-term risk for e-commerce, threatening both shipping reliability and consumer demand. Freight disruption is already materializing, with many airline carriers rerouting and taking capacity offline. Though Amazon.com’s US fulfillment network provides a relative buffer vs. pure-import models, oil-price volatility risks higher logistics costs and pressured household budgets, creating incremental margin and conversion headwinds. Bloomberg’s Lee Klaskow joins to discuss.
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