GeoEconomics Commentary & Analysis

We offer real-time analysis and commentary on a range of economic issues including international trade, economic sanctions, the European economy, and inclusive growth.

EconoGraphics

Apr 13, 2026

Inside the IMF-World Bank Spring Meetings as leaders grapple with war and supply shocks

By Atlantic Council experts

Amid war in the Middle East and an unprecedented energy shock, we sent our experts to the IMF and World Bank headquarters for their insights on the future of the global economy.

Economy & Business Energy & Environment

Event Recap

Apr 8, 2026

Ajay Banga on responding to this economic crisis: ‘Focus on policies’ that ‘create jobs’

By Katherine Golden

At an AC Front Page event, Banga cautioned countries to "be careful" not to “put your country into an even bigger problem downstream" while responding to the Iran war.

Economy & Business Inclusive Growth

Podcast

Apr 8, 2026

What’s behind Tehran’s tollbooth?

By the GeoEconomics Center

Last month, Iran effectively closed the Strait of Hormuz. Now, reports are emerging that it is charging some tankers massive fees to transit. But how exactly does Tehran's "tollbooth" operate?

Economy & Business Energy & Environment

Transcript

Apr 7, 2026

The World Bank Group’s Ajay Banga: Expect higher inflation, lower growth from this global crisis

By Atlantic Council

Banga dropped by Atlantic Council headquarters for his curtain-raiser speech before the 2026 IMF-World Bank Spring Meetings, where he talked about his jobs agenda and the fast-changing global economy.

Economy & Business Inclusive Growth
crude oil tanker in Tokyo Bay

Podcast

Apr 3, 2026

Will the Iran war redraw the global energy map?

By the GeoEconomics Center

In this episode, Josh and Jessie get into the supply shock caused by the Iran war and the closure of the Strait of Hormuz, from Asia's energy crunch to US dependencies. Senior Director of the Atlantic Council Global Energy Center, Landon Derentz, joins us to discuss the scale and duration of this energy crisis and what that means for the global energy landscape.

Economy & Business Iran

Econographics

Apr 2, 2026

No IMF and World Bank spring meetings without a global crisis

By Hung Tran

The Iran war's supply-side shock is testing the IMF and World Bank ahead of their 2026 spring meetings. While financial support is in the works, it’s unclear what policy recommendations they can offer member states to manage the fallout.

Economy & Business International Financial Institutions

Econographics

Mar 27, 2026

The Iran war’s economic fallout won’t stop at oil—agriculture and aluminum are next

By Eduardo Gomez Horta and Amin Mohseni-Cheraghlou

The Iran war’s impact isn’t limited to oil. Fertilizer shortages now threaten spring corn planting, while aluminum markets are strained—signaling broader disruptions to food prices, industry, and global supply chains.

Economy & Business

Econographics

Mar 20, 2026

In the Iran crisis, the IMF’s voice is urgently needed

By Martin Mühleisen

As the Iran crisis chokes the Strait of Hormuz and rattles global energy markets, the IMF has offered little more than cautious statements. The institution must develop real-time, scenario-driven analysis.

Economy & Business Iran

Fast Thinking

Mar 19, 2026

Why the Iran war energy shock is different 

By Atlantic Council

Our experts explain the factors that make the oil crisis resulting from the Iran war distinct from those caused by past conflicts.

Conflict Energy Markets & Governance
Man-standing-next-to-airplane-on-carrier

Podcast

Mar 18, 2026

Does the Iran war signal the end of economic statecraft?

By the GeoEconomics Center

From tariffs to sanctions, the Trump administration relied heavily on the geoeconomic toolkit in 2025. With the war in Iran and capture of Nicolás Maduro in Venezuela, has President Donald Trump lost his patience with these tools?

Economy & Business Iran
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