Global trade stays resilient amid Iran conflict

GlobalTrade continued to grow during mid-2026 despite geopolitical tensions in the Middle East, particularly the conflict in Iran and tensions across the Strait of Hormuz. The trade index rose to 102 points in July, surpassing the baseline level of 100 points, indicating a growth rate exceeding the general trend. Strong demand for electronic components and AI-related goods, with its index reaching 104.9 points, was a key factor supporting this growth, reflecting ongoing expansion in the electronics sector and expectations of increased trade volume in the coming months. Despite the challenges, data suggests that trade growth remains resilient, with forecasts of a further rebound driven by continued investments in artificial intelligence. However, the organization warned that the full impact of disruptions in the Strait of Hormuz has not yet been realized, and updates to forecasts are expected later to assess the influence of policies and tensions on global trade movement.

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