Hormuz at Risk: How the U.S.-Israel-Iran Escalation Is Repricing Geopolitical Risk for Mid-Market Business in 2025
The U.S.-Israel strikes on Iran have triggered a 10% oil price surge, a 50% rise in Hormuz shipping premiums, and an IMF growth downgrade to 2.5% for 2026 — reshaping infrastructure investment and mid-market M&A strategy across Europe and beyond. Decision-makers must now treat geopolitical risk not as a tail scenario, but as the baseline operating environment.