イランでの紛争の長期化に伴う燃料価格の上昇により、世界中の家庭や産業が石油消費の削減を余儀なくされており、専門家は一部の変化が定着する可能性があると示唆している。国際エネルギー機関（IEA）は需要破壊の発生を指摘しており、今年の日量42万バレルの減少を予測した。ホルムズ海峡を通じた供給混乱の直撃を受けたアジア諸国では、再生可能エネルギーや電気技術への移行が加速している。
2月下旬にイランでの戦争が始まって以来、米国の平均ガソリン価格は1ガロンあたり4.50ドルを超えた。これは約40パーセントの価格上昇を意味し、米国のドライバーは前年と比較して450億ドル多く燃料費を支払う結果となった。調査によると、米国の成人の44パーセントが運転を控え、代わりに公共交通機関の利用、相乗り、あるいはリモートワークを選択している。シンシナティからロサンゼルスに至る都市でも同様の傾向が見られ、自転車、電動スクーター、電気自動車（EV）の利用が増加している。
AIによるレポート AIによって生成された画像
Crude oil prices have climbed above $110 per barrel—up 20% in days and over 50% since the war began—as the US-Israel conflict with Iran persists into its second week, fueling fears of prolonged supply disruptions in the Persian Gulf. Asian markets tumbled, while US President Donald Trump called the spike a 'necessary sacrifice' for security.
Oil prices have surged past $90 a barrel a week after the US and Israel launched major attacks on Iran, escalating into a Middle East war. The conflict has stranded oil shipments in the Persian Gulf and damaged key facilities, disrupting supplies. Consumers globally face higher gasoline and diesel costs as a result.
AIによるレポート
The Iran war has caused worldwide petrol price hikes, expected to accelerate global electric vehicle (EV) uptake. In China, more than half of new car sales were EVs in 2025, potentially saving US$28 billion a year in avoided oil import costs.
Two weeks into Iran's blockade of the Strait of Hormuz, oil prices have surged above $100 a barrel and natural gas costs have risen, accelerating adoption of renewable energy and electric vehicles, analysts say. Asia, the primary recipient of fuels through the strait, faces acute vulnerability.
AIによるレポート
With Brent crude already past $100 due to prior Iranian attacks and Strait of Hormuz issues, escalating US-Iran tensions now raise worst-case fears of $200 per barrel oil prices. India's stock markets have plunged, hitting oil firms hardest, amid risks of wider deficits, rupee weakness, and inflation.
Entering its tenth day on March 9, 2026, the US-Israel-Iran war—already disrupting Middle East supplies as reported earlier—saw Brent oil spike to $120 per barrel amid Iran's 90% traffic cutoff in the Strait of Hormuz. Trump threatens escalated strikes and eases sanctions, while banks eye $150 peaks and G7 holds off on reserves.
AIによるレポート
As the US-Israeli war with Iran enters its second week, oil prices have surged to $104-$120 per barrel amid Strait of Hormuz blockades, intensifying inflation and fuel cost fears in South Africa. With the rand at R16.90/$, analysts predict petrol above R23/litre and potential SARB rate hikes.