Schroders argues that the Iran crisis is accelerating a structural shift already underway in global energy markets.
- Years of underinvestment have constrained supply, with reserve levels declining and new project pipelines limited.
- The disruption of key trade routes, including the Strait of Hormuz, is amplifying existing supply tightness and driving price volatility.
- Demand is strengthening structurally, supported by electrification, decarbonisation and AI-driven data center expansion.
If supply remains slow to respond, the report suggests energy markets may enter a sustained investment cycle with implications for inflation and asset allocation.
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