The big winners of the Iran war: Wall Street, weapons companies, AI and green energy

The International Monetary Fund cut its global growth forecast for 2026 from 3.3 to 3.1 percent, citing the impact of the US-Israeli war on Iran and the closure of the Strait of Hormuz on the global economy.

The war has damaged energy infrastructure across the Gulf, while key exports such as oil, gas, chemicals and fertilizers remain largely blocked due to Iran’s closure of the strait and the subsequent US naval blockade of Iranian ports.

In the worst-case scenario of prolonged war, global growth could fall to 2.5 percent in 2026, with low-income and developing economies hit hardest by rising commodity and energy prices. The global shipping and logistics industry is facing a crisis of its own.

But every economic crisis also has beneficiaries: dDespite the bleak macroeconomic outlook, some parts of the global economy are thriving on uncertainty.

Here’s a look at five industries that…