Prolonged Iran Conflict to Ripple Through Corporate Sectors Globally

A prolonged Iran conflict could have widespread impacts across global corporate sectors through higher energy prices, supply-chain disruptions, and weaker demand driven by inflation and declining consumer confidence. Under a downside scenario involving temporary closure of the Strait of Hormuz, oil prices may average around USD100 per barrel, creating both risks and limited opportunities. Energy producers may benefit from higher prices, while refiners, chemicals, and transport-related sectors face cost pressures and operational disruptions. Consumer-facing industries could see reduced demand, especially in discretionary segments. Overall, the conflict is expected to delay sectoral recovery and intensify economic uncertainty across regions.

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