Woofun AI reports that the Bank for International Settlements issued a June 28 assessment warning that a Strait of Hormuz blockade poses persistent threats to the global economic outlook. The report notes that while early 2025 showed resilience driven by AI optimism and trade performance, structural impacts from energy and raw material supply disruptions may linger for years.

The BIS analysis indicates that sustained supply bottlenecks could hinder the large-scale capital investment required for AI infrastructure, as the sector demands massive energy inputs. With approximately 20% of global oil transit passing through the strait, the institution cautioned that elevated insurance and rerouting costs, alongside geopolitical fragmentation, could keep energy and material costs structurally higher than pre-crisis levels.