A deal at last? What a Hormuz reopening would mean for oil and inflation

Podcast: The Weekly Briefing from Capital Economics · Capital Economics

Opublikowano: 2026-05-29

This could prove another false dawn, or the US and Iran could finally reach an agreement to reopen the Strait of Hormuz to oil and gas shipments. But even if the strait reopens, energy flows, oil prices and, by extension, inflation won’t snap back quickly to pre-war levels. Group Chief Economist Neil Shearing and Chief Climate & Commodities Economist David Oxley join the latest episode of The Weekly Briefing to discuss the new normal for global energy markets and what it means for the world economy. They explain why inflation pressures are still li...