Iran Conflict Risk Monitor

Iran War Drives Oil Spikes and Global Recession Risks

Iran War Drives Oil Spikes and Global Recession Risks

Key Questions

How has the Iran war affected oil prices?

Hormuz chaos spiked oil to a $120 peak, now at $95-105. US gas prices exceed $4.16 per gallon.

What are the global economic impacts?

The IMF cut growth forecasts by 2-2.5%, with EU facing stagflation risks. Russia benefits with a +94% boom.

How is China responding to energy disruptions?

China faces energy import risks from the US-Iran conflict and is increasing mediation efforts. The Philippines has declared an energy emergency.

Hormuz chaos spikes oil to $120 peak/now $95-105 mixed, US gas $4.16+; IMF cuts growth 2-2.5%, EU stagflation. Russia booms +94%; China mediation/energy pinch, Philippines emergency. Hedge energy/shipping, EM hits.

Sources (2)
Updated Apr 15, 2026