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.
Explore insightsGet answers to the questions on every business leader’s mind
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.
From disruption to recovery: Navigating the new travel landscape in the Middle East
The US/Israel-Iran war has delivered a sharp shock to global travel, forcing airspace closures, driving fuel costs higher and accelerating rapid shifts in traveller behaviour.
In this session, unpack the operational, economic and demand-side forces reshaping the region’s travel landscape and the strategies that will support recovery.
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Macro model
Explore a sample of our economic data on the impact of the US/Israel-Iran war. Request access to the full dashboard.
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Latest insights
Article
Geopolitical 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.
Read now
Article
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
Article
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
Article
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
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