ECONOMICS

War Economics — Markets, Money, and Analysis

The 2026 Iran War has triggered the worst energy crisis since the 1970s, reshaping global markets, commodity prices, and investment strategies. Our economics section tracks the financial fallout in real time. Last updated: June 28, 2026 at 04:00 UTC (Day 121 — Oil holds $72-73, Hormuz at 75%, Goldman forecast $80)

Brent Crude

~$72.22

Day 121 (stabilized at pre-war levels, Hormuz 75% flow)

Gold

$4,090

per ounce (+2% bounce on rate cut repricing)

TSX Composite

~34,580

energy sector under pressure (-0.4%)

US Gas Price

$3.85

per gallon avg (Day 121, stable with crude)

Explore Our Economics Coverage

MACRO

Economic Impact

How the war is reshaping global energy, trade, and markets. Oil prices, gas costs, supply chain disruptions, and the broader economic fallout tracked in real time.

View economic data → MARKETS

Investment Analysis

Sector analysis, stock picks, and market outlook. Which sectors are outperforming, what Goldman Sachs recommends, and where the smart money is moving.

View market analysis → RESEARCH

Stock Research Reports

Deep-dive financial analysis on 18 individual stocks across copper, uranium, AI/data centres, clean energy, tech, and infrastructure. Bull & bear cases, financials, and analyst targets.

View research reports →

Why Economics Matters in Wartime

Wars are won and lost on economics as much as battlefields. The 2026 Iran War has disrupted the Strait of Hormuz (20% of global oil), triggered the worst energy crisis since the 1970s according to the IEA, and sent shockwaves through every major market. Understanding the economic dimension isn't optional — it's essential context for understanding the conflict itself.

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