The war doesn't show up where you think it does.

In Episode 64's Andrew's Take, he looks at the war in Iran, not politically, but through the lens of the jeans industry. Orders were booked months ago. Prices were locked when oil was lower, freight was cheaper, and currencies were more stable.

None of that is true anymore.

Factories across Bangladesh, Pakistan, and Vietnam are absorbing the difference. They didn't start the war. Their countries aren't fighting it. But between energy costs, freight surcharges, chemical pricing, and weakening currencies, the margin on a finished garment simply disappears.

The contract is fixed. The cost is not. Andrew breaks down exactly where that gap shows up, and who carries it.

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