When Supply Chains Break: What the Gulf War Means for German Industry

The conflict in the Persian Gulf is hitting German industry across the board — from oil and gas to helium, sulfur, and petrochemical feedstocks. The IEA already rates the current disruptions on par with the major oil crises of the 1970s. 86% of supply chain leaders report direct operational impact.

In this Intelligence Briefing, we analyze the structural dimension of the crisis, show what well-prepared procurement organizations are doing differently, and outline two concrete areas for action: cost defense with market data and supply security through structured sourcing.

What matters is not the conflict itself, but the speed at which affected procurement organizations respond. Companies that invested in structural preparation before the crisis can fend off unjustified price increases with data and maintain their ability to deliver.

The cumulative economic losses from supply chain disruptions over the past three years exceed 4 trillion dollars. Historically, the crisis itself is rarely the primary loss driver. What matters is whether the affected organization was prepared at the moment of shock — or not.

Download the report and learn how to make your procurement crisis-proof.

Tacto Intelligence Briefing: Analysis of the 2026 Gulf conflict's impact on supply chains and raw material markets in German industry. Featuring three key findings, two concrete areas for action for procurement teams, and insights from Sun Garden, Anton Debatin, and HYMER.