Iran

The energy shock for which there is no playbook

The US-Iran conflict may be ending but coping with its inflation and fiscal consequences will be challenging for months ahead

Gene Frieda

2026 European energy crisis fiscal response tracker

This dataset provides an overview of the fiscal measures implemented by European governments to mitigate the 2026 energy shock in Europe

Ben McWilliams, Thomas Mramor, Alexander Roth and Simone Tagliapietra

Reassessing China's role in the Middle East

A complex region, persistent assumptions and the limits of Beijing's ambitions

Jonathan Fulton, Alicia García-Herrero and Yuyun Zhan

The Iran war strengthens China, but also exposes weaknesses

Alicia García-Herrero

Not even Iran war’s oil shock will help China reflate

Alicia García-Herrero

Could a Hormuz toll solve the oil crisis and who pays?

With a return to the pre-Iran conflict energy status quo unlikely, a Hormuz toll may be the next best option – but Gulf states would pay the most

Guntram B. Wolff

How Europe should respond to the Iran gas shock – and how it shouldn’t

The European Union should act now to head off growing impacts from the Iran conflict on gas prices and availability

Ugnė Keliauskaitė, Ben McWilliams, Thomas Mramor, Alexander Roth, Simone Tagliapietra and Georg Zachmann

China's quiet win in the Iran crisis

Alicia García-Herrero

What the war in Iran means for China

China is relatively inured to the Iran conflict, but less external demand could hit its exports and its international partnerships may be undermined

Alicia García-Herrero

What Iran means for the global economy

Alicia García-Herrero

How will the Iran conflict hit European energy markets?

Policymakers should plan for a potentially prolonged standoff in the Middle East, while doubling down – not backtracking – on the energy transition

Simone Tagliapietra

Iran is a huge headache for China, but bodes ill for Taiwan

Alicia García-Herrero

Europe and the Iran war

What does the conflict mean for inflation, oil prices, the economy and Ukraine? 

Rebecca Christie, Elina Ribakova, Simone Tagliapietra and Guntram B. Wolff

US and UK strikes in Yemen: implications for global energy markets

While trade disruptions arising from the conflict in the Red Sea are so far minimal, a further regional escalation could impact global energy prices.

Simone Tagliapietra

China's growing and complex economic relationship with the Gulf States

Alicia García-Herrero

Will Iran disrupt the global economy?

Last Friday, Qassem Soleimani, head of the Iranian Revolutionary Guards’ QUDS force, was killed by an American airstrike outside Baghdad airport. The

Nicholas Barrett, Maria Demertzis and Niclas Poitiers