--- title: "A long Iran war will lead to severe shortages, says Oxford Economics" type: "News" locale: "zh-CN" url: "https://longbridge.com/zh-CN/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) --- > 支持的语言: [English](https://longbridge.com/en/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... ### 相关股票 - [Us Brent Oil (BNO.US)](https://longbridge.com/zh-CN/quote/BNO.US.md) - [ISHRS S&P Glb Engy (IXC.US)](https://longbridge.com/zh-CN/quote/IXC.US.md) - [SPDR O&G Equip (XES.US)](https://longbridge.com/zh-CN/quote/XES.US.md) - [Alerian MLP (AMLP.US)](https://longbridge.com/zh-CN/quote/AMLP.US.md) - [VG Energy (VDE.US)](https://longbridge.com/zh-CN/quote/VDE.US.md) - [PETROCHINA (601857.CN)](https://longbridge.com/zh-CN/quote/601857.CN.md) - [SINOPEC CORP (00386.HK)](https://longbridge.com/zh-CN/quote/00386.HK.md) - [United States Oil Fund LP (USO.US)](https://longbridge.com/zh-CN/quote/USO.US.md) - [SPDR Energy Select (XLE.US)](https://longbridge.com/zh-CN/quote/XLE.US.md) - [SPDR O&G Ex & Prd (XOP.US)](https://longbridge.com/zh-CN/quote/XOP.US.md) - [CNOOC (600938.CN)](https://longbridge.com/zh-CN/quote/600938.CN.md) - [Occidental Petroleum (OXY.US)](https://longbridge.com/zh-CN/quote/OXY.US.md) - [CNOOC (00883.HK)](https://longbridge.com/zh-CN/quote/00883.HK.md) - [VanEck Oil Services ETF (OIH.US)](https://longbridge.com/zh-CN/quote/OIH.US.md) - [BP p.l.c. (BP.UK)](https://longbridge.com/zh-CN/quote/BP.UK.md) - [iShares US Oil & Gas Expl & Prod (IEO.US)](https://longbridge.com/zh-CN/quote/IEO.US.md) - [VanEck Oil Refiners ETF (CRAK.US)](https://longbridge.com/zh-CN/quote/CRAK.US.md) - [Global X MLP (MLPA.US)](https://longbridge.com/zh-CN/quote/MLPA.US.md) - [iShares US Oil Equip & Svcs (IEZ.US)](https://longbridge.com/zh-CN/quote/IEZ.US.md) - [Tortoise N Americ Pipe (TPYP.US)](https://longbridge.com/zh-CN/quote/TPYP.US.md) - [GLOBAL X MLP & Energy Infra (MLPX.US)](https://longbridge.com/zh-CN/quote/MLPX.US.md) - [Sinopec Corp. (600028.CN)](https://longbridge.com/zh-CN/quote/600028.CN.md) - [Pro Ultr Bloomberg Crude Oil (UCO.US)](https://longbridge.com/zh-CN/quote/UCO.US.md) - [PETROCHINA (00857.HK)](https://longbridge.com/zh-CN/quote/00857.HK.md) - [First Trust North American Energy Infra Fd (EMLP.US)](https://longbridge.com/zh-CN/quote/EMLP.US.md) ## 相关资讯与研究 - [BREAKINGVIEWS-Oil-shortage fallout will ooze slowly but surely](https://longbridge.com/zh-CN/news/281544539.md) - [Middle East oil supply disruptions to rise in April and hit Europe, IEA chief says](https://longbridge.com/zh-CN/news/281343063.md) - [A Recession Model That's Never Been Wrong Just Hit 49%. That Was Before the Iran War.](https://longbridge.com/zh-CN/news/281383747.md) - [Trump says Iran has asked for a ceasefire, US wants to see Hormuz open first](https://longbridge.com/zh-CN/news/281390478.md) - [Trump speech unleashes more pain on US consumers with $5 gasoline, record diesel in sight](https://longbridge.com/zh-CN/news/281550771.md)