Iran Tensions:
Credit Risks, Resilience & Spread Drivers

Cross‑sector analysis of spreads, funding conditions, and issuer resilience amid rising geopolitical risk.

Global Market Update Webinar

Iran Escalation: Market & Cross-Sector Credit Implications

Watch the webinar replay to explore the credit market implications of the evolving Iran situation, including how recent geopolitical developments are shaping risk sentiment, commodity markets, and spread dynamics.

Know More. Risk Better. Podcast

Grounded & Rerouted: Middle East Impact on European Aviation

A focused discussion on Middle East–driven aviation disruptions and their knock‑on effects for European airlines, airports, and credit, highlighting key transmission channels from airspace closures to costs, capacity shifts, and balance‑sheet differentiation.

US Airlines / A&D: Iran Thoughts

Sector-specific credit commentary assessing fuel cost pressures, demand sensitivity, and potential beneficiaries within aerospace & defense. The analysis frames implications for leverage, free cash flow, and ratings trajectories.

Energy: Iran Scenario Analysis + Winners & Losers

A scenario-based framework outlining potential outcomes for oil and gas markets and their credit implications. Identifies likely winners and losers across upstream, refining, and energy-linked credits under varying levels of disruption.

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Impacts of an Elongated Conflict
APAC Financials: Impacts of an Elongated Conflict

APAC Financials: Impacts of an Elongated Conflict

March 17, 20261 min Read More
Iran Energy Price
Energy: Iran Thoughts; Updating Price Deck

Energy: Iran Thoughts; Updating Price Deck

March 12, 20261 min Read More
Euro Utilities: Gas Prices And Europe

Euro Utilities: Gas Prices And Europe

March 4, 20261 min Read More
Middle East in Focus
Asia Chart of the Day: Middle East in Focus

Asia Chart of the Day: Middle East in Focus

March 3, 20261 min Read More
US Two Months Two Regimes
US Weekly: Two Months – Two Regimes

US Weekly: Two Months – Two Regimes

March 3, 20261 min Read More
Middle East Impact
APAC Financials: Negligible Middle East Impact

APAC Financials: Negligible Middle East Impact

March 3, 20261 min Read More
Euro & Sterling Credit Markets
Euro & Sterling Weekly: Risk-Off on Iran

Euro & Sterling Weekly: Risk-Off on Iran

March 3, 20261 min Read More
UAE and Saudi Banks: Conflict Credit Check

UAE and Saudi Banks: Conflict Credit Check

March 2, 20261 min Read More
Middle East, SSEA Corps: Mid East Conflict Impact

Middle East, SSEA Corps: Mid East Conflict Impact

March 2, 20261 min Read More
US Airlines / A&D: Iran Thoughts

US Airlines / A&D: Iran Thoughts

March 2, 20261 min Read More
Energy: Iran Scenario Analysis + Winners & Losers

Energy: Iran Scenario Analysis + Winners & Losers

March 2, 20261 min Read More

War in Iran

The rapidly escalating conflict between the US and Iran marks one of the most significant geopolitical crises in the Middle East in years. Explore BMI’s latest research on the impact for industries and economies across developed and emerging markets.

Unlock Credit Insight Amid Geopolitical Risk

Request a trial to access credit intelligence and risk tools designed to help investors navigate Iran‑related geopolitical shocks and fast‑moving market conditions.