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How the Iran war could affect oil prices, Gulf exports and US inflation - The Jerusalem Post
The Jerusalem Post · September 16, 2026 · Week 2026-38
Summary
This analysis explores the potential market impact of a war involving Iran, focusing on the risk to global oil prices and the security of crude exports from Gulf nations. Such a conflict would introduce a significant geopolitical risk premium and threaten key maritime chokepoints.
Strategic Implication
A conflict involving Iran would immediately threaten the Strait of Hormuz, putting a significant portion of global oil supply at risk and causing a severe price spike.