When Your Supply Chain Becomes a Geopolitical Pinball Machine: Board Governance in the Age of the Strait Shuffle

Published May 05, 2026
Dr. David Bray
Distinguished Chair of the Accelerator & Principal/CEO

Executive Summary

The Strait of Hormuz has devolved into the world's most expensive game of "Red Light, Green Light," where 20% of global petroleum transits a chokepoint that has disrupted the equivalent of Italy's GDP. From spoofed GPS signals to autonomous drone harassment testing maritime insurance algorithms, this isn't traditional warfare: it's "attrition by algorithm" that your cybersecurity framework wasn't designed to handle. Stop planning for "the most likely scenario" and start building scenario elasticity, because the next shuffle is coming and your supply chain is already in play.

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