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15% of global oil supply is down. Never before has oil supply drop so sharply by so much as now. And there are no additional capacities to make up for lost supply. If this war does not stop immediately, we face the prospect of losing 2+% of global GDP, and may well face prolonged stagflation.

SolAbility

@solability.com

Full analysis of economic consequences and regional breakdowns is available here: solability.com/news-insight...

solability.comGDP and Economic Implications of the Iran WarThe Strait of Hormuz closure has stranded ~15M bpd of GCC and Iraq energy exports. Modelling global GDP impact across three war-duration scenarios: −$500B to −$2.6T.

14/3/26, 5:00 pm0 reposts1 like

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