--- title: "A long Iran war will lead to severe shortages, says Oxford Economics" type: "News" locale: "en" url: "https://longbridge.com/en/news/281493040.md" description: "A sustained escalation of the US/Israel–Iran conflict could lead to severe physical shortages in global oil markets, according to Oxford Economics. This situation may result in rationing, supply chain disruptions, and increased recessionary pressures. The closure of the Strait of Hormuz has already impacted oil supply." datetime: "2026-04-02T08:51:27.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/281493040.md) - [en](https://longbridge.com/en/news/281493040.md) - [zh-HK](https://longbridge.com/zh-HK/news/281493040.md) --- > Supported Languages: [简体中文](https://longbridge.com/zh-CN/news/281493040.md) | [繁體中文](https://longbridge.com/zh-HK/news/281493040.md) # A long Iran war will lead to severe shortages, says Oxford Economics By Ben Aris in Berlin A sustained escalation of the US/Israel–Iran conflict could push global oil markets beyond a price shock into severe physical shortages, with rationing, supply chain disruption and recessionary pressures becoming increasingly likely, according to a note from Oxford Economics. The closure of the Strait of Hormuz has already rem... ### Related Stocks - [United States Brent Oil (BNO.US)](https://longbridge.com/en/quote/BNO.US.md) - [iShares Global Energy ETF (IXC.US)](https://longbridge.com/en/quote/IXC.US.md) - [Stt Strt®SPDR®S&P®Oil &GasEqpmnt&SvcsETF (XES.US)](https://longbridge.com/en/quote/XES.US.md) - [Alerian MLP ETF (AMLP.US)](https://longbridge.com/en/quote/AMLP.US.md) - [Vanguard Energy ETF (VDE.US)](https://longbridge.com/en/quote/VDE.US.md) - [PETROCHINA (601857.CN)](https://longbridge.com/en/quote/601857.CN.md) - [SINOPEC CORP (00386.HK)](https://longbridge.com/en/quote/00386.HK.md) - [United States Oil (USO.US)](https://longbridge.com/en/quote/USO.US.md) - [The Energy Select Sector SPDR® ETF (XLE.US)](https://longbridge.com/en/quote/XLE.US.md) - [SttStrtSPDRS&POil&GasExplor&ProdtnETF (XOP.US)](https://longbridge.com/en/quote/XOP.US.md) - [CNOOC (600938.CN)](https://longbridge.com/en/quote/600938.CN.md) - [Occidental Petroleum Corporation (OXY.US)](https://longbridge.com/en/quote/OXY.US.md) - [CNOOC (00883.HK)](https://longbridge.com/en/quote/00883.HK.md) - [VanEck Oil Services ETF (OIH.US)](https://longbridge.com/en/quote/OIH.US.md) - [BP p.l.c. (BP.UK)](https://longbridge.com/en/quote/BP.UK.md) - [iShares US Oil & Gas Explor & Prod ETF (IEO.US)](https://longbridge.com/en/quote/IEO.US.md) - [VanEck Oil Refiners ETF (CRAK.US)](https://longbridge.com/en/quote/CRAK.US.md) - [Global X MLP ETF (MLPA.US)](https://longbridge.com/en/quote/MLPA.US.md) - [iShares US Oil Equipment & Services ETF (IEZ.US)](https://longbridge.com/en/quote/IEZ.US.md) - [Tortoise North American Pipeline (TPYP.US)](https://longbridge.com/en/quote/TPYP.US.md) - [Global X MLP & Energy Infrastructure ETF (MLPX.US)](https://longbridge.com/en/quote/MLPX.US.md) - [Sinopec Corp. (600028.CN)](https://longbridge.com/en/quote/600028.CN.md) - [ProShares Ultra Bloomberg Crude Oil (UCO.US)](https://longbridge.com/en/quote/UCO.US.md) - [PETROCHINA (00857.HK)](https://longbridge.com/en/quote/00857.HK.md) - [First Trust North Amer Engy InfrasETF (EMLP.US)](https://longbridge.com/en/quote/EMLP.US.md) ## Related News & Research - [A Recession Model That's Never Been Wrong Just Hit 49%. That Was Before the Iran War.](https://longbridge.com/en/news/281383747.md) - [Middle East oil supply disruptions to rise in April and hit Europe, IEA chief says](https://longbridge.com/en/news/281343063.md) - [Trump says Iran has asked for a ceasefire, US wants to see Hormuz open first](https://longbridge.com/en/news/281390478.md) - [Oil up over 1% as Mideast uncertainty keeps market jittery](https://longbridge.com/en/news/281301508.md) - [BREAKINGVIEWS-A Trump no-deal Iran exit may leave lasting scars](https://longbridge.com/en/news/281361691.md)