The Iran shock: four risk fronts for West African manufacturers
Energy, supply chains, financing and business continuity: executive decisions in response to the Iran shock.
CEO Paper (ARMD), March 2026From geopolitical shock to business decisions
This note examines the consequences of the conflict for West African manufacturers, particularly those whose operations depend on imported energy and inputs.
Four risk fronts
- Energy costs and margin protection
- Logistics flows and critical inputs
- Pricing policy and access to financing
- Business continuity and tensions around companies
Editorial preview of the March 2026 note. The supplied document is marked “Strictly confidential”: a public version has yet to be prepared.