· CrucibleOil at $95. Your feedstock is on a tanker that may not dock for months. Your board meets in 72 hours. You get seven decisions. You don't get to stall.
You are the CEO of Vesper Industries, a $28B India-headquartered specialty chemicals and pharma intermediates group. Plants in Gujarat, Andhra, Singapore, and Louisiana. 38% of revenue is dollar-denominated. 41% of your raw feedstock passes through the Strait of Hormuz.
Three weeks ago, the IRGC declared the Strait closed to US- and Israel-allied shipping in retaliation for Operation Epic Fury. 21 merchant vessels have been hit. Qatari LNG suspended. Gulf insurance premiums up 9x.
Brent is $95. Two of your three Indian plants are running on 11 days of inventory. Your largest customer (18% of revenue) wants a force-majeure letter or a price guarantee. Your board meets Wednesday.
The sim calibrates to your stakes. A plant head running one site reads this crisis differently than a CEO of a $28B group. Two minutes. Your debrief comes back sharper.
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