Research Briefing
A prolonged closure of the Strait of Hormuz could send shockwaves through global industry, but which sectors and regions are...
iran conflict
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Research Briefing
Supply chains are under more strain as fuel and shipping costs rise and key chip materials become harder to source—but...
Research Briefing
Disruptions in the Strait of Hormuz and escalating Iran tensions are driving inflation and downside growth risks in Australia.
More than two-thirds of commodities are expected to record price increases in 2026 as a result of the Iran war...
Investment in renewables is no longer only about climate policy. It is also central to energy security and, in many...
We've modelled a "Prolonged Iran War" scenario using our Global Economic Model — and the results are sobering.
Research Briefing
The disruption in oil prices due to the Iran conflict will have a disproportionate impact on low-income households, as they...
Research Briefing
We now expect world GDP growth of 2.6% this year, down from our forecast of 3.0% in February.
Research Briefing
We have substantially upgraded our oil price forecasts, expecting Brent to average $114 per barrel in Q2.
Research Briefing
The Iran conflict's economic fallout shouldn't curb Eurozone consumer spending much, but the impact could linger.
Research Briefing
RESEARCH BRIEFING Shipping in for the long haul of Middle East conflict Uneven trade disruptions emerge as energy spikes immediately...
Research Briefing
We revised our forecast for consumer spending down in the second March baseline, released Friday, to reflect higher oil prices,...
Research Briefing
Rising oil and gas prices expose economies to shocks. Could expanding renewable energy be the key to stability?
Research Briefing
The Bank of Japan (BoJ) kept its policy rate at 0.75% at its March meeting. We now project the central...
Research Briefing
If global oil prices averaged around $140 per barrel (pb) for two months, it would be enough to push parts...
While the fundamentals for global industrial growth have remained relatively constant, downside risks have notably risen.
Research Briefing
The chemicals and transport sectors are likely to be among the biggest losers from the Iran war, with Europe’s chemicals...
Research Briefing
Disruption to LNG flows through the Strait of Hormuz poses a bigger threat to Asia than higher oil prices, risking...
Research Briefing
Energy prices are pushing inflation higher in the UK and Eurozone, undermining the idea that central banks can simply look...
Research Briefing
We estimate inbound arrivals to the Middle East could decline 11-27% y-y in 2026 as a result of the conflict.
