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<li>Commonwealth Bank analysis flagged rising risk of prolonged higher energy prices as Iran leverages asymmetric capabilities to disrupt shipping through Strait of Hormuz.     *      About 20% of global oil supply transits Strait of Hormuz, raising market sensitivity to sustained disruption risk.     *      Iran can restrict traffic using low-cost drones or credible threat, making commercial shipping unsafe or uneconomic without full closure.     *      Report warned disruption risk is hard to neutralize without significant military risk, forcing energy markets to price persistent constraints rather than a short-lived shock.     *      Spillovers into global inflation pressures are broadening beyond crude, with CBA citing surges in natural gas, fertilizers, plastics, plus aluminum. Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Commonwealth Bank of Australia published the original content used to generate this news brief on April 01, 2026, and is solely responsible for the information contained therein. © Copyright 2026 - Public Technologies (PUBT) Original Document: here</li>
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<p>Commonwealth Bank analysis warns of a rising risk of prolonged higher energy prices due to Iran's potential disruptions in the Strait of Hormuz, a critical transit point for 20% of global oil supply. Iran's use of low-cost drones and credible threats could make commercial shipping unsafe, leading to persistent market constraints. This situation may contribute to broader global inflation pressures, affecting not just crude oil but also natural gas, fertilizers, plastics, and aluminum.</p>

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CBA warns Iran’s Strait of Hormuz leverage risks prolonged energy price surge