West Asia conflict disrupts multiple commodity supply chains.

Thimmiah Napanda, Managing Director & CEO, Alternicq, highlighted that the impact of the West Asia conflict extends far beyond fuel prices, affecting crude-linked polymers that form the backbone of the packaging industry. He noted that rising resin costs and supply uncertainties are forcing companies to shift from cost efficiency to supply continuity, with higher inventory buffers and stronger supplier relationships becoming essential. Napanda emphasized that well-capitalised and integrated players are better positioned to navigate the volatility, while smaller players face increasing pressure. He believes the current disruption is accelerating a structural shift towards scale, resilience and long-term partnerships across the packaging value chain.

West Asia conflict: Supply, price disruptions impact several commodities beyond crude oil