What are companies saying about the impact of the Iran conflict?

What are companies saying about the impact of the Iran conflict?

May 26, 2026 · 30 min · Episode 170

About this episode

The episode discusses the impact of the Iran conflict on supply security and industry growth during the first-quarter results season.

Chemical Week editor-in-chief Mark Thomas, senior editor Vincent Valk and S&P Global Energy senior price reporter Mujidah Yahaya join host Jameson Croteau for a discussion of first-quarter results season, with a particular focus on the impact of the Iran conflict. The renewed importance of supply security, potential impact on the outlook, and how long disruptions may last are key topics. The panelists also discuss inflation impacts and some rare pockets of growth for the industry.

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