The Iran War, Oil Shock, and the Ripple Effect on Vietnam’s Backpack & Outerwear Manufacturing Industry

The ongoing war involving Iran has triggered one of the most severe global energy disruptions in decades, with consequences that are being felt most acutely across Asia; in particular, within manufacturing hubs like Vietnam. For industries such as backpacks and outerwear, which sit at the intersection of petrochemicals, global logistics, and labor-intensive production, the impact is both immediate and deeply structural.