It is not just oil. Supply chains from aluminum to helium are getting choked off by the war.

From Marketplace, I'm Sabri Beneshoor in for David Brancaccio.

Three cargo ships were hit in the Strait of Hormuz today.

Reuters says they were hit by unknown projectiles.

There are also reports that Iran laid a small number of mines in the straight days ago,

prompting the U.S. to bomb several Iranian mine-laying ships. All of this underscores the fact that

this critical passage is basically shut down and not just for oil and gas. Chris Rogers is

head of supply chain research at S&P Global and is here to talk about it. Good morning.

Good morning. So, you know, we know about oil not getting through. We know about natural gas,

not getting through the straight of hormones. What else besides energy is getting blocked off or

disrupted right now? A very broad range of materials. So we're watching particularly aluminium, which requires electricity

to be produced. We've been particularly watching some of the noble gases, so that includes

principally helium. They produce an export around one-third of the world's helium, and that's

really important for the electronics sector. We're also watching

plastics and the materials used to make them. So this is a full range, a full menagerie of different

petrochemicals, for example, ethylene glycol, which has a number of different uses, including

in the automotive industry. For natural gas, for example, a fifth of different uses, including in the automotive industry.

For natural gas, for example, a fifth of global supply has been taken off the market.

How bad are these disruptions for all of these other products that you mention?

Whilst it's a fifth of natural gas, for a lot of these materials, it's anywhere between a third and 40%. So taking that much out has really two

effects. Firstly, there's the price effect, of course, shortage of supply. But second of all, of course,

that shortage of supply means that for certain buyers, and for a lot of those materials,

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