Research Briefing
The chemicals and transport sectors are likely to be among the biggest losers from the Iran war, with Europe’s chemicals...
iran conflict
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Displaying 1 to 20 of 39 results
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.
Research Briefing
The oil market is well placed to manage the impact from Iran. We now assume oil supply is disrupted by...
Research Briefing
The conflict in the Middle East will likely have significant implications for Gulf Cooperation Council (GCC) economies, with global spillovers...
Research Briefing
This conflict is larger and more intense than the 2025 12-Day War, with major implications for oil markets, global assets,...
Research Briefing
Tensions in Iran threaten global energy security through the risk of disruption in the Strait of Hormuz, the world’s most...
