Iran conflict adds cost pressure to energy-intensive industries
Recent developments in the Middle East have disrupted energy flows through the Strait of Hormuz. As set out…
Shock to LNG supply is the bigger war risk in Asia
Asia faces a dual energy shock from the Iran war, leading us to incorporate more stagflationary outcomes in…
How will central banks respond to the Iran conflict?
The old mantra that central banks are likely to look through the inflationary effects of energy price shocks…
Feb.11: Iran’s revolutionary anniversary could be its last
February 11 is meant to be the Islamic Republic’s annual display of legitimacy. A day the state floods…