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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Displaying 1 to 20 of 69 results
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
We expect the Gulf Cooperation Council (GCC) economies to enter recession in the first half of this year as the...
Research Briefing
Global trade faces mixed forces, with tariff easing supporting growth while Middle East conflict poses downside risks.
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
The conflict in the Middle East delivered an immediate shock to global trade, but the impacts aren't uniform across regions...
Research Briefing
We revised our forecast for consumer spending down in the second March baseline, released Friday, to reflect higher oil prices,...
Research Briefing
RESEARCH BRIEFING The Iran War’s Ripple Effects on Global Travel Transit The Iran War is affecting global travel flows, disrupting...
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...
