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Analysis and background on economics, capital markts and financials. New every week.
Risk of energy price shock
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© Commerzbank
06 March 2026: Risk of energy price shock
Just under a week after the start of the Iran war, there is no end in sight. Due in part to the military superiority of the US and Israel, a relatively short war remains our baseline scenario. However, there is a significant risk that the conflict will continue for longer. We analyze the consequences of such an alternative scenario for the global economy and financial markets.
