Insurance — U.S. Blockade of Iranian Ports Disrupts Global Shipping and Aviation Insurance Markets as Data Center Coverage Emerges as $10B Growth Opportunity

Insurance · 2026-04-14

TODAY'S SIGNAL — The insurance industry faces a split screen today: acute geopolitical risk from the U.S. blockade of Iranian ports and a major structural growth opportunity in data center coverage. The Strait of Hormuz disruption is cascading across multiple lines — marine cargo, war risk, aviation, and energy — with Airports Council International warning Europe's jet fuel could be depleted…