Strategy Briefing
Impact of the US/Israel-Iran war
The US/Israel-Iran war is impacting global economic conditions—with ripple effects across commodities, trade flows, travel, consumer demand and business confidence. Use our latest market intelligence to assess potential risks and make data-driven decisions.
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Will the war affect global economic growth and inflation?
Use our free dashboard to examine how different market and supply conditions could influence inflation, interest rates and macroeconomic stability across key markets.
Which industries and regions are most exposed?
Dive into industry and country-level insights that highlight where vulnerabilities—and relative resilience—may be emerging.
How should my company plan amid prolonged uncertainty?
Find out how organisations are adapting pricing, sourcing, investment and risk management strategies to operate effectively amid volatility.
2026 global economic update and mid-year outlook
The Strait of Hormuz blockage is the defining shock of 2026. All 10 major economies saw real GDP growth downgrades and upward revisions to inflation for the year in our latest forecasts.
Find global insights, risk scenario analysis and regional outlooks across key markets to inform your decisions in the months ahead.
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Latest insights
Article
The US/Israel-Iran war has delivered a dual shock to global supply chains through production decline and transit disruption, with Gulf crude oil output down approximately 60% (at time of writing). Infrastructure destruction prolongs recovery, while commodity shortages impacting packaging, fertilisers and electronics accelerate ally-shoring and alternative energy adoption. Consumers face price increases and volume decline, with stagflation posing the most significant structural risk.
Read now
Article
Global Economic Outlook for Q2 2026: Growth Redefined by Energy Shock
8 Jun 26The blockage of the Strait of Hormuz, a consequence of the US/Israel-Iran war, has emerged as the defining economic disruption of 2026. The impact extends beyond energy markets: rerouted shipping, airspace restrictions and disrupted exports of petrochemicals and fertilisers have raised freight and input costs globally, reducing margins and exposing the depth of vulnerability in energy importing and trade-dependent economies.
Aiste Bijune
Report Extract
2026 Global Economic Update and Mid-Year Outlook
4 Jun 26Your mid-year outlook for the global economy in 2026. Find the latest GDP growth projections, inflation forecasts and risk scenarios across key markets to inform your decisions in the months ahead.
Euromonitor International
Infographic
Infographic: Impact of Iran War on Industries and Consumers
26 May 26The US/Israel-Iran war has delivered a dual shock to global supply chains through production decline and transit disruption, with Gulf crude oil output down approximately 60% (at time of writing). Infrastructure destruction prolongs recovery, while commodity shortages impacting packaging, fertilisers and electronics accelerate ally-shoring and alternative energy adoption. Consumers face price increases and volume decline, with stagflation posing the most significant structural risk.
Zora Milenkovic
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