Energy & EPC Commercial Strategist | 22+ yrs governing $400M+ portfolios | Profit is won in contracts, estimation & execution | IICA - Independent Director
Hormuz disruption isn’t a logistics issue. It’s a risk exposure.
~20% of global oil flows are at stake.
For India, that’s concentration, not volatility.
Multiple suppliers. Same route.
Lean cost models. Weak resilience.
Are we managing cost or risk?
#EnergySecurity#SupplyChain