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Operation Epic Fury Reshapes Global Supply Chains

April 1, 2026

2 min read

Key Takeaways

Operation Epic Fury sent shockwaves through global supply chains.
The conflict impacted energy markets and defense procurement.
PitchBook identifies winners and losers across industrials.
Winners include missile defense supply chains and US LNG infrastructure.

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Strategic Implications

The conflict may signal a shift in global defense priorities, with potential benefits for companies involved in missile defense and counter-drone platforms. The impact on energy markets could also lead to increased investment in clean energy and domestic power grid infrastructure, which may reshape the competitive landscape for companies in these sectors.

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What Happened

Iran Conflict Impacts Aerospace, Defense, And Energy Markets

The 38-day US-Israel military campaign against Iran, known as Operation Epic Fury, has had a significant impact on global supply chains, energy markets, and defense procurement. The conflict has reshuffled the investment landscape across private markets, with clear winners and losers emerging. PitchBook’s industrials research team has identified key areas of opportunity and challenge, including aerospace and defense, defense tech, space tech, and clean energy. The team’s analysis is based on data and research from PitchBook, according to an analyst note from the company.

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Companies Mentioned