03.17.26 - Energy: The global implications
About this episode
This episode discusses the impact of the conflict in Iran and the Strait of Hormuz on global energy markets and related economic factors.
This episode of Market Sense dives into the unfolding conflict in Iran and how the tanker shutdown in the Strait of Hormuz is affecting global energy markets. You'll hear from a Fidelity portfolio manager about why a prolonged closure could disrupt everything from oil and gas prices to major supply chains. We also break down what’s driven the energy sector’s strong year‑to‑date performance, and what opportunities and risks might lie ahead in 2026. Plus, we’ll explore how higher fuel costs could influence inflation and the Fed’s thinking about interest rates. If you want more insights from our Fidelity portfolio managers, bookmark this page for the latest articles, and videos regarding potential investing opportunities and risks. Read the full transcript View the slides Watch the video replay
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