The problem is not the war. It is the lag in decision rooms

One month of war in Iran. The World Economic Forum has already brought the chief economists of Trafigura, Standard Chartered, FAO and Allianz to the same table to discuss what is coming.

The topic was not geopolitics. It was a commodity collapse, global food pressure and the realignment of energy routes, all at once.

When FAO and Allianz are in the same room with urgency, the signal is not of a passing crisis.

The world faces one of the most severe energy and commodity shocks in decades. And most companies are still operating on 2023 assumptions.

That is the real problem. Not the war. The lag between what is happening and what is being modeled in decision rooms.