On the Iran War’s Economic Fallout

In this episode, panelists discuss the ongoing geoeconomic consequences of the conflict in Iran, including global energy flows and oil prices, economic development and AI buildout in the Gulf region, and sanctions on Russia. They also explore inflation and interest rates as markets respond to the crises. Background Reading: In this article , CFR president Michael Froman discusses the unfolding global energy crisis with CFR senior fellow Daniel B. Poneman and the Center on Global Energy Policy’s Jason Bordoff, all of whom worked together on the U.S. Strategic Petroleum Reserve 2011 release. Host: Edward Fishman , Senior Fellow and Director of the Maurice R. Greenberg Center for Geoeconomic Studies, Council on Foreign Relations Guests: Edward Morse , Senior Advisor and Commodities Analyst, Hartree Partners, LP; CFR Member Meghan L. O’Sullivan , Director and Professor, Belfer Center for Science and International Affairs, Harvard Kennedy School; Member, Board of Directors, Council on Foreign Relations Brad W. Setser , Whitney Shepardson Senior Fellow, Council on Foreign Relations Karen E. Young , Senior Research Scholar, Center on Global Energy Policy, Columbia University School of International and Public Affairs; CFR Member Want more comprehensive analysis of global news and events sent straight to your inbox?

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On the Iran War’s Economic Fallout is an episode from CFR On the Record by Council on Foreign Relations.

This episode is 70:51 long.

This episode was published on Mar 20, 2026.

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