The Iran war could rock the global economy

伊朗战争将重创全球经济

Money Talks from The Economist

2026-03-05

42 分钟
PDF

单集简介 ...

Oil and gas prices have surged in the wake of the conflict in Iran. Shipping through the Strait of Hormuz has come to a standstill and energy infrastructure is under attack. Just how extreme will the economic fallout of the war be? Guests and hosts: Andrew Scott Cooper, author of “The Oil Kings” Matthieu Favas, The Economist’s commodities editor Mike Bird, co-host of “Money Talks” Alice Fulwood, co-host of “Money Talks” Topics covered: Iran war Oil and gas prices Strait of Hormuz Transcripts of our podcasts are available via economist.com/podcasts. Listen to what matters most, from global politics and business to science and technology—subscribe to Economist Podcasts+. For more information about how to access Economist Podcasts+, please visit our FAQs page or watch our video explaining how to link your account.
更多

单集文稿 ...

  • The Economist.

  • On Saturday morning, US and Israeli missiles struck the heart of Tehran.

  • And after the first round of attacks, we've seen multiple reports in Israeli media

  • saying that the supreme leader of Iran, Ayatollah Ali Khamenei, is dead.

  • In a video, President Trump listed the reasons for the attack, which went far beyond concerns about Iran's nuclear program.

  • For 47 years, the Iranian regime has chanted death to America and waged an unending...

  • But for now, the Iranian regime survives and has been hitting back.

  • Over the past few hours, Iran has launched attacks on several US allies in the region, Kuwait, Qatar and Bahrain.

  • There are reports of a Saudi oil refinery coming under an Iranian drone attack.

  • By hitting its neighbors' oil infrastructure,

  • Iran can ensure the effects of the war are felt far beyond the Middle East.

  • And it has another crucial lever, the Strait of Hormuz.

  • 20% of the world's oil and gas trade flows through the passage along Iran's southern border.

  • Iranian media reports that authorities have been ordered to set any ship trying to pass through on fire.

  • All of that has had a serious impact on the price of oil.

  • Here we go, WTI sitting at $77 a barrel, that's up 3%.

  • Brent crude sitting just above $80 a barrel.

  • JP Morgan predicting that we could see an oil price of around $120 a barrel.

  • But just how extreme will the economic fallout from the war be?

  • You're listening to Money Talks from The Economist,