Military strategy, asymmetric tactics and supply shocks

Over the last few weeks, the conflict in the Middle East between the US, Israel, and Iran has continued longer than expected. What may seem like a geopolitical event is already having real economic consequences.

This episode of Open Dialogue focuses on the economic side of the conflict. From the risk of disruption in the Strait of Hormuz to the possibility of a global energy shortfall, the conversation unpacks how closely the world economy is tied to this region.

But this is not just about oil prices today.

A potential supply shock can ripple through supply chains, impact global growth, and influence inflation, currencies, and trade balances. For India, this raises important questions around energy security, the current account deficit, and overall economic stability.

Speakers –

Sameer Shetty: Group Executive, Digital Banking & Strategic Programs, Axis Bank

Neelkanth Mishra: Chief Economist, Axis Bank & Head of Global Research, Axis Capital

In this conversation, we break down:

• Why a disruption in global energy flows can have outsized economic impact

• How crude oil shocks translate into inflation and growth risks

• What second-order effects mean for businesses and supply chains

• How India could be affected in the short and long term

This is a deeper look at the crude oil crisis and its broader implications, beyond headlines and immediate market reactions.

Watch the full episode to understand how global events translate into real economic impact.

🔔 Like, comment, and subscribe to stay updated on conversations that break down the forces shaping the economy and markets — only on Open Dialogue by Axis Bank.

#StraitOfHormuz #OilPrices #MiddleEastCrisis #OilShock2026 #IranWar #EnergyCrisis #IndiaEconomy #IndianEconomy2026 #RupeeDepreciation #IndiaInflation #IndiaGDP #CrudeOilIndia #GlobalEconomy #CrudeOil #OilMarket #Geopolitics #Recession2026 #SupplyChain #EnergyMarkets #OPEC #MacroEconomics #EconomicsExplained #OpenDialogue #Podcast #FinanceNews

SUBSCRIBE TO US: https://www.youtube.com/@OpenDialogueByAxis

Download Axis Bank App: https://play.google.com/store/apps/details?id=com.axis.mobile

For more informative videos and discussion on important topics related to Banking, finance & economics:

LinkedIn - https://in.linkedin.com/company/axis-bank

Instagram - https://www.instagram.com/opendialoguebyaxisbank

Facebook - https://www.facebook.com/axisbank/

Twitter - https://x.com/AxisBank

Copyright:

©Axis Bank Limited [2025]. All rights reserved. This video and all other videos in this channel are protected by copyright law and may not be used or reproduced without the express written permission of the copyright owner.

STATUTORY DISCLAIMER:

By accessing this video podcast “Podcast”, I acknowledge that Axis Bank Limited and its subsidiaries ("AXIS BANK") makes no warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in this Podcast. The information, opinions, and recommendations presented in this Podcast are for general information only and any reliance on the information provided in this Podcast is done at your own risk. This Podcast should not be considered professional advice. Unless specifically stated otherwise, AXIS BANK does not endorse, approve, recommend, or certify any information, product, process, service, or organization presented or mentioned in this Podcast, and information from this Podcast should not be referenced in any way to imply such approval or endorsement. Moreover, AXIS BANK makes no warranty that this Podcast, or the server that makes it available, is free of viruses, worms, or other elements or codes that manifest contaminating or destructive properties.

AXIS BANK EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST INFORMATION PRESENTED IN THIS PODCAST