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How the US‑Iran Conflict Is Affecting Global Commodity Markets
US and Israeli strikes on Iran over the weekend, which killed Iran’s Supreme Leader Ayatollah Ali Khamenei, have sparked significant disruptions in energy, freight, and wider commodity and agricultural markets.
Oil surged at the start of the week, global stock markets wavered, and the energy and shipping sectors have become central to an escalating crisis as commercial traffic through the Strait of Hormuz has halted to a near standstill.
On Monday, the US-Israeli air campaign against Iran escalated, extending the conflict to Lebanon as Israel responded to strikes by...
Expana Webinar on March 3: The Expanding Impact of Hormuz Disruption
Escalating conflict in the Middle East has triggered significant volatility across global energy, shipping and commodity markets, with transit through the Strait of Hormuz severely disrupted. Crude oil prices have surged, tanker traffic has slowed, and risk premiums are rising as geopolitical tensions intensify. The implications extend beyond energy, with emerging knock-on effects across fertilizers, agriculture and global food markets.
Expana will host a live Intelligence Briefing delivering coordinated, cross-market analysis of this fast-moving situation. Our specialists will assess the impact on
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