The Iran War: What It Means for Inflation, Supply Chains, and Consumer Demand

As the Iran conflict enters its second month, energy markets remain highly sensitive to supply disruption tied to the Strait of Hormuz. For suppliers, the risk goes beyond fuel prices alone. Higher energy costs, shipping volatility, and sourcing disruption could create pressure across production, logistics, and end-market demand.

Join CRC’s Director of Macro Research, Skylar Xie on Wednesday, April 29, for this webinar as we cut through the noise and break down the evolving impact of global energy dynamics on inflation, supply chains, and consumer behavior.

We’ll cover:

How long elevated energy prices could last, even beyond the end of the war
When higher energy costs may begin to flow through to core inflation
Where production and supply chain vulnerabilities are most exposed
How suppliers could reduce sourcing risks tied to the Middle East
What this may mean for consumer spending across key categories

Registration includes access to the on-demand replay we’ll send out after the call.

About the Presenter

Skylar Xie, CFA

Director, Macro Research

Cleveland Research Company

Skylar is the Director of Macro Research at Cleveland Research Company. She was one of the founders of CRC’s Macro Insights, connecting the dots between CRC’s bottoms-up channel research and top-down economic data.Skylar holds a Bachelor’s Degree in Economics from Beijing Jiaotong University in Beijing, China. She also holds a Master of Science in Finance and graduated with Dean’s Academic Reward from Case Western Reserve University in Cleveland, Ohio. In May 2021, Skylar received her MBA from the Wharton Business School in Philadelphia, PA and is a CFA® charterholder.