CITIC Construction Investment: Middle East Conflict Spillover Continues to Drive Up Global Shipping and Energy Costs

GateUser-bd883c58 · 2026-04-08T20:51:15+00:00

The prolonged Middle East conflict will lead to increased global asset pricing uncertainty, with investors shifting their focus to economic growth and supply chain resilience under pressure. In the short term, rising oil and shipping costs will increase market volatility; in the long term, ongoing conflict will hinder supply chain recovery, maintain high costs, and amplify uncertainty.

GateUser-bd883c58

2026-04-08 20:51:15

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Ask AI · How will the long-term escalation of conflicts further intensify uncertainty in asset pricing?

Everyday Economic News AI Express, April 1. A research report from CICC Credit (CICC) Investment Research said that the spillover effects of the Middle East conflict have continued to become increasingly apparent, and the global asset-pricing framework is facing a reassessment. On March 27, the European Federation for Transport and Environment released a report stating that, affected by the U.S.-Iran war between Israel and Iran, since February 28, the global shipping industry’s cumulative additional fuel costs have already exceeded €4.6 billion, with ship fuel prices rising significantly. At the same time, foreign financial institutions pointed out that the impact of the Middle East conflict on the market is entering a new stage, and investors’ focus is shifting from inflation shocks to the suppression of global economic growth and supply-chain resilience. In the short term, an escalation of geopolitical conditions will raise costs for crude oil and shipping logistics, increase global market volatility and demand for safe havens, and benefit crude oil, shipping, and certain inflation-hedging assets, while also causing disruptions to global equity risk assets. In the medium to long term, if the conflict continues to intensify, the global supply-chain repair process may be hindered, the central level of energy and transportation costs could remain elevated, and further heighten uncertainty in global asset pricing.

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