Chart of the Month: Economic Impact of a Prolonged Iran War
30 Apr 26The US/Israel-Iran war has caused a major shift in global economic dynamics, driving oil prices higher and exposing vulnerabilities in energy-dependent economies. Our latest Chart of the Month looks at the projected impact of this war by country.
Aiste Bijune
Lessons From Past Global Crises for the Iran War
27 Apr 26As the Iran war brings economic disruption to global consumer markets, Euromonitor looks back at previous crises – the 2008 global financial crisis, the COVID-19 pandemic and the war in Ukraine to understand how each of these crises changed consumer markets.
Camilla Butler
Energy Shock Redefines Global Economic Resilience
22 Apr 26The US/Israel-Iran war has caused a major shift in global economic dynamics, driving oil prices higher and exposing vulnerabilities in energy-dependent economies. With the Strait of Hormuz – responsible for over a quarter of global oil exports – blocked, inflation and supply chain disruptions are spreading far beyond the Gulf. This crisis is deepening the divide between energy importers and exporters, prompting businesses and governments to reconsider resilience, competitiveness and long-term growth strategies.
Aiste Bijune
How Travel Learns from Crisis
20 Apr 26The US/Israel-Iran war has delivered the steepest shock to global travel since the pandemic. Over half of scheduled flights in the region were cancelled in the first two weeks, oil surged 30% to USD92.3 per barrel in March with projections reaching USD115 by July, and major hubs from Dubai to Doha saw capacity plunge by 55-85%. Yet every crisis reshapes the industry. The question is not whether travel will recover, but what strategic lessons will separate those that return stronger and gain a competitive edge in resilience.
Stephen Dutton
Geopolitical Shocks Reshaping FMCG Packaging Strategy
15 Apr 26The packaging industry confronts significant margin pressure, especially plastics, where most production costs tie directly to petrochemical feedstocks. Energy volatility is also hitting energy-intensive materials like glass and aluminium, forcing FMCG players to execute strategies like downsizing and lightweighting to defend margins. While cost reduction is the main motivator, environmental benefits are a welcome secondary outcome, opening space to recalculate material economics and accelerate the shift towards sustainable packaging.
Jorge Zuniga
Navigating the new travel landscape in the Middle East
8 Apr 26 | GMT: 08:00 AMDiscover how the Middle East travel industry is responding to its most severe disruption since the pandemic—and how leading players are adapting to recover faster and stronger.
Euromonitor International
Building Resilience Amid Volatile Commodity Markets
2 Apr 26Commodity price volatility has become a structural feature of the global economy, driven by geopolitical tensions, climate shocks and rising demand for critical inputs. To stay competitive and protect continuity, businesses need to rethink their sourcing, supply chain design and risk management strategies.
Aiste Bijune
Energy Shock Exposes Asia's Structural Vulnerability
1 Apr 26The global energy price shock and supply disruptions amid the US/Israel-Iran war expose Asia’s dependence on Middle Eastern energy, concentrated trade corridors, and highly price-sensitive consumer demand. The immediate disruption is already affecting economies, companies and consumers across the region, but the bigger implication is more structural: energy security, supply chain optionality, and value-driven demand are becoming more central to business strategy in a more volatile operating environment.
An Hodgson
When Disruption Becomes the Baseline: Rethinking Travel for a Polycrisis World
11 Mar 26Geopolitical challenges are becoming ever more disruptive to travel operations. Rather than isolated incidents, they now serve as a stress test for a new operational baseline in which macro shocks – geopolitical, socioeconomic, and climate-related – are increasingly frequent and prone to cascading through global systems. In this era of polycrisis, resilience, corridor diversification, and digital seamlessness must become central to travel and tourism businesses’ growth strategies. The US/Israel-Iran war and its spillover effects on GCC countries is illustration of this disruptive risk.
An Hodgson
US/Israel-Iran War Set to Impact the Global Economy, Oil Markets, and Consumers
5 Mar 26The US/Israel-Iran war, launched on 28 February, has introduced a material geopolitical shock into global markets. Given the region’s economic scale and its critical role in global energy supply, the consequences reach far beyond regional security, affecting the global economy, commodity markets and consumers. The risk of oil price surges, rising inflation and travel disruption is significant, although the full extent of the impact will depend on how long the war lasts.
Jana Rude