RiskEvents
ClosedHigh impactAI Generated

Strait of Hormuz Closure Drives US Manufacturing PMI to 4-Year High

Occurred 28 Feb 2026·Detected 1 Jun 2026·
🇮🇷 Strait of Hormuz, Persian Gulf chokepoint between Iran and Oman; economic effects reported from Washington DC19 reportsCAT 26AAEnded 8 Jun 2026
MarinePolitical Violence & WarEnergy & InfrastructurePolitical RiskAviationPropertyMarine HullMarine CargoAviationEnergyTerrorism & Political ViolencePolitical RiskWar Risk

The US ISM Manufacturing PMI jumped to 54.0 in May 2026, its highest level since May 2022, driven by companies front-loading purchases amid supply chain disruptions caused by the closure of the Strait of Hormuz following the US-Israeli war against Iran. The closure has caused severe disruption to shipping of essential commodities including energy, aluminium, and fertilizers, with supplier delivery times stretched to 60.6 points. This supply chain stress and attendant inflation—with the prices-paid index at 82.1—has significant implications for marine cargo, energy, and war risk books in the London market.

AI-generated from linked source reports. See our correction policy.

Part of:Middle East Regional Conflict and Insurance Market Disruption (2026)(418 related events)

Impact verdict

High impact. Loss pathway: Confirmed closure of the Strait of Hormuz—a JWC listed area and one of the world's critical shipping chokepoints—directly engages Marine Hull, Marine Cargo, and War Risk books across multiple Lloyd's syndicates. Evidence: Article explicitly states the US-Israeli war against Iran has closed the Strait of Hormuz, causing acute disruption to shipping of energy, aluminium, and fertilizers; supplier delivery index at 60.6 and prices-paid at 82.1 confirm ongoing systemic supply chain stress. Limit: This is an economic and supply-chain impact article; no specific vessel casualties, insured loss quantum, or claims figures are cited, but the strait closure alone is sufficient to trigger war risk additional premiums, JWC listed area notifications, and potential reinsurance reserving actions.

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Geographic Zone Matches

14 active matches

  • Oman (12nm coastal buffer)
    Rule-basedConfidence 100%
  • OFAC Sanctioned Countries
    Rule-basedConfidence 100%
  • United Arab Emirates (12nm coastal buffer)
    Rule-basedConfidence 100%
  • TRIA Certified Areas
    Rule-basedConfidence 100%
  • JWC Listed Areas
    Rule-basedConfidence 100%
  • Kuwait (12nm coastal buffer)
    Rule-basedConfidence 100%
  • EU Sanctions List
    Rule-basedConfidence 100%
  • Iran (12nm coastal buffer)
    Rule-basedConfidence 100%
  • Saudi Arabia (12nm coastal buffer)
    Rule-basedConfidence 100%
  • Qatar (12nm coastal buffer)
    Rule-basedConfidence 100%
  • Israel (12nm coastal buffer)
    Rule-basedConfidence 100%
  • Pacific Ring of Fire
    Rule-basedConfidence 100%
  • Persian/Arabian Gulf, Gulf of Oman, Indian Ocean, Gulf of Aden and Southern Red Sea
    Rule-basedConfidence 100%
  • Caribbean Hurricane Zone
    Rule-basedConfidence 100%

Geographic zone matches are RiskEvents spatial/analytical indicators, not coverage determinations or Lloyd's official classifications.

Affected countries

🇦🇪 United Arab Emirates🇧🇭 Bahrain🇨🇳 China🇩🇪 Germany🇫🇷 France🇬🇧 United Kingdom🇮🇱 Israel🇮🇶 Iraq

+9 more

Lloyd's classifications

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