{
  "id": 9168024,
  "title": "Hormuz disruption will lead to ‘structural shift’, Shell Foundation CEO says",
  "url": "https://urgent.news/2026/09/22/hormuz-disruption-will-lead-to-structural-shift-shell-foundation-ceo",
  "topic": "business",
  "section": "Business",
  "published": "2026-09-22T16:50:46.000Z",
  "source": {
    "name": "Semafor",
    "slug": "semafor",
    "url": "https://www.semafor.com/article/09/22/2026/hormuz-disruption-will-lead-to-structural-shift-shell-foundation-ceo-says"
  },
  "original_language": "en",
  "account": "Shell Foundation CEO Jonathan Berman has warned that disruption to the Strait of Hormuz will lead to a \"structural shift\" in the energy consumption of billions of people who are still disconnected from the digital economy. He estimated that it will take around three years for things to return to some form of normalcy. While some stakeholders may weather the disruption, Berman cautioned that those with the least access to the digital economy will not be able to. \"They will make an adjustment,\" he stated, resulting in a \"permanent shift to energy that is much more reliable, much closer to them.\" The impact of the Iran war has been particularly severe for areas that heavily rely on energy imports, particularly East Asia and sub-Saharan Africa, where farmers have been grappling with the consequences of increasing fertilizer and fuel costs.",
  "summary": "The disruption will result in “a permanent shift to energy that is much more reliable,” Jonathan Berman said at Semafor’s The Next 3 Billion.",
  "key_points": [],
  "editors_take": null,
  "illustration": null,
  "coverage": {
    "outlets": 1,
    "also_reported_by": []
  },
  "ai_generated": true,
  "disclaimer": "Summaries, key points and the editor’s take are written by software from other outlets’ reporting and may contain errors — always check the linked original."
}