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Policy calendar
Upcoming rate decisions, inflation data, and energy policy events that shape the macro response to the conflict.
1
Energy corridor — throughput constraints, rerouting, and capacity uncertainty through the strait.
2
Shipping & insurance — war-risk premia rise, coverage tightens, transit times lengthen.
3
Inflation & policy — fuel and freight costs feed CPI; central banks and fiscal authorities respond.
4
Sovereign balance sheets — import bills, subsidies, and FX pressure affect debt capacity.
Share of crude oil imports via Hormuz. Sources: EIA, IEA.
Last updated: Q1 2026.
Last updated: Q1 2026.
Defense, energy, and shipping companies with direct exposure to the conflict. Prices via TradingView (delayed).
