Market analysts indicate that no war moves without bringing along negative repercussions. Even a quick resolution of the conflict in Iran will not stop the anticipated increases in prices related to energy, transportation, and food. Experts from Mapfre Economics describe the situation as a 'partial disruption' of commercial flows that could occur without systemic damage to the global economy. They suggest there is a 50% chance for better outcomes compared to the more catastrophic trajectories that the conflict might take, though even in the best-case scenario, they foresee inflationary pressures on energy lasting for two to three months after cessation of hostilities.

The ongoing commercial repercussions have already begun to manifest despite potential military de-escalation efforts. Even if the blockade of the Strait of Hormuz ceases soon, analysts emphasize that the repercussions on trade are already significant. Insurance companies are cancelling coverage on oil and petroleum transport from the Gulf, leading to skyrocketing premiums and the diversion of shipping routes. This not only exacerbates the existing inflationary trends but also threatens to create a supply chain bottleneck that could take time to resolve, leading to increased costs in various sectors.