How Iran-US tensions could further impact global markets

Brad Gastwirth from Circular Technologies examines Iran-US tensions and their impact on energy markets, inflation, and supply chains

Energy markets are flashing warning signs as US-Iran tensions continue to escalate, with potential disruption to global oil and gas flows hanging over the market.

Any further deterioration could quickly translate into sharp volatility across crude prices and energy-linked assets.

Gastwirth explains how the Middle East’s strategic role in global supply means even limited instability can ripple through production, shipping confidence, and pricing benchmarks worldwide.

The risk premium on energy is already starting to climb as traders reassess exposure.

For markets, the key question is no longer just supply disruption, but how long uncertainty alone can keep pressure on prices and inflation expectations.

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