# Kevin Warsh

Type: Person

Source: Supply Chain Intelligence Brief — https://getsupplybrief.com/entity/kevin-warsh
Canonical HTML page: https://getsupplybrief.com/entity/kevin-warsh

## Timeline

- **2026-07-08**: Iran attacks commercial vessels — Three commercial ships transiting the Strait of Hormuz are struck by Iranian forces, violating the ceasefire.
- **2026-07-08**: US launches retaliatory strikes — U.S. Central Command conducts strikes on Iran in response to the vessel attacks, citing unwarranted aggression.
- **2026-07-08**: Trump terminates peace deal — At a NATO summit in Ankara, President Trump calls off the interim deal, revokes sanction waivers, and harshly criticizes Iranian leadership.
- **2026-07-08**: Oil prices surge >5% — WTI jumps 5.8% to $74.50, Brent rises 5.65% to $78.35 as supply-disruption fears return with full force.
- **2026-06**: US and Iran sign MoU — An interim peace deal halts hostilities, opens the Strait of Hormuz toll-free for 60 days, and grants Iran a sanction waiver after first-round talks in Switzerland.

## Recent coverage (4 stories)

### $72 Crude, Yet Pump Prices Sticky: Trump Orders DOJ Probe Into Oil Margins
2026-07-25 14:13:16 · Sentiment: Negative · Impact: 7/10 · Sources: 2

President Trump's directive to the DOJ to investigate oil companies over pump prices creates regulatory uncertainty for fuel-intensive supply chains. With WTI crude at $72, the lagging gasoline price drop impacts fleet budgets and logistics costs.
Full story: https://getsupplybrief.com/story/supply-chain-trump-doj-gasoline-probe

### Strait of Hormuz Crisis: Oil Up 5% and Global Supply Chains Brace for Disruption
2026-07-12 12:46:17 · Sentiment: Negative · Impact: 8/10 · Sources: 3

The renewed US-Iran conflict and the 5% oil price spike threaten global logistics networks reliant on the Strait of Hormuz. Supply chain managers must now contend with rising fuel costs, potential shipping delays, and higher insurance premiums, adding fresh layers of disruption to already strained procurement operations.
Full story: https://getsupplybrief.com/story/oil-supply-chain-disruption-hormuz-2026

### Oil Slides 5% to $79: Supply Chains Eye Strait of Hormuz Reopening
2026-06-28 13:20:55 · Sentiment: Positive · Impact: 7/10 · Sources: 6

The interim US-Iran war deal sent oil prices tumbling 5% to below $80 a barrel, raising hopes for a full reopening of the Strait of Hormuz. For supply chains, this marks a potential shift from emergency rerouting to cost normalization, though mine clearance and insurance delays keep the near-term outlook uncertain.
Full story: https://getsupplybrief.com/story/oil-slides-5-percent-supply-chain-hormuz

### Logistics Costs Under Pressure as US Inflation Hits 4.1%
2026-06-28 07:10:52 · Sentiment: Negative · Impact: 7/10 · Sources: 9

The 4.1% inflation reading signals broad-based cost increases for fuel, materials, and labor across supply chains. With the Fed’s trimmed-mean measure at 2.3%, non-energy sectors are also seeing sustained price pressure, squeezing margins for logistics and manufacturing firms.
Full story: https://getsupplybrief.com/story/inflation-41-supply-chain-costs

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