Pre-war data showed global resilience. Iran war now threatens inflation spikes, energy shocks, and fiscal strain for import-dependent economies.
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Markets see a temporary shock. Energy infrastructure damage and supply chaos will last months. A reckoning is coming.
Thirteen percent of global oil supply is offline. Strategic reserves run dry by late April. Ration now or face catastrophe.
Ceasefire does not equal stability. Hormuz may never fully reopen, reshaping global inflation and growth risks.