MUST-READ NEW REPORT: The Iran Terror Premium
How Iranian Geopolitical Risk Raises Oil Prices and Slows Global Growth
Team,
Check out this must-read new report from my office: “The Iran Terror Premium: How Iranian Geopolitical Risk Raises Oil Prices and Slows Global Growth”
You can also download it at my website, PeterNavarro.com.
This 13-page report details the hidden economic cost of Iran’s threat to Persian Gulf energy flows.
For more than four decades, Iran’s sponsorship of terrorism, proxy warfare, and repeated threats to energy infrastructure and maritime chokepoints has embedded a persistent geopolitical risk premium into global oil markets. The Iran Terror Premium has forced oil prices above their underlying supply-and-demand equilibrium, raising energy costs worldwide and imposing a measurable drag on global economic growth.
President Trump’s decision to confront the Iranian threat addresses not only an urgent national security challenge but also a long-standing distortion in global energy markets. By moving decisively to neutralize the sources of Iranian geopolitical risk, the administration is tackling a problem that has quietly burdened the world economy for decades.
If the Iran Terror Premium is substantially reduced, oil markets could return toward their underlying equilibrium—likely well below $60 per barrel under current supply conditions—while removing a persistent drag on global economic growth. The result would be lower energy costs, higher real incomes, and a structural improvement in the efficiency of global energy markets.
I look forward to your comments, and please share!
Peter
Before commenting, one should read this brilliant, analytical report, free from a political bent and includes insight into all scenarios and outcomes. Short term pain for longterm gain is never more true here. Sometimes worse case scenarios, turn out to be best case outcomes. This also proves, no matter the worst TDS affliction, Trump's Drill Baby Drill and American energy independence is obviously not only wise but a must.
No nations are applauding the Iran regime. Even Russia stands to make oil billions from the crisis. By neutralizing Iran's theocratic power, the world benefits with energy and financial stabilization, not to mention, less terror/ insecurity and Iranians at last have a chance at freedom. What rational, halfway intelligent person doesn't "get it?"
I loved the graphics of the report and Peter has brilliantly coined the phrase Iran Terror Premium.
I am so grateful and I honor and pray for our great president everyday. Just as our amazing forefathers did he has offered his life, his fortune, and his sacred honor! Any of you treasonous traitors who are trying to stop him or kill him, I have a message from our amazing GOD- DON'T! I WILL STOP YOU!