Iran war’s big winners: Wall Street, weapons firms, AI and green energy
The global economic outlook for 2026 looks grim if the Iran war continues, but some industries are booming.

The global economic outlook for 2026 looks grim if the Iran war continues, but some industries are booming.









Tehran rejects US conditions on nuclear arms; sanctions relief and strait control fuel diplomatic deadlock in Islamabad.
Iran wants the US to release its frozen assets as part of talks. The money could help it rebuild its battered economy.
Israel’s policy of opacity about its nuclear capability contrasts sharply with the focus on Iran’s programme.
US President Donald Trump has signalled a possible second round of talks with Iran in the coming days.
Iran earned $5bn in oil exports in past month while it shut the strait for most other ships. That revenue is at risk.
Ship-tracking data shows 279 ships have passed through the strait and 22 have been attacked since the war on Iran began.
The psychological terror that the presence of sea mines can generate could paralyse the Strait of Hormuz.
Magyar’s centre-right Tisza party has won a two-thirds majority in Hungary’s parliamentary elections.
Growing gap between physical and on-paper oil prices points to more serious energy shock than appreciated, analysts say.
The move to blockade the Strait of Hormuz is the latest escalation in the war after failure to sign peace deal.