HomeAUUrgent Alert: Assessing the War's Impact on Australia

Urgent Alert: Assessing the War’s Impact on Australia

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Think petrol prices are bad now? It’s entirely possible you ain’t seen nothing yet, if a worse-(but not worst)-case scenario plays out in the war in Iran.
Westpac has updated its modelling on the economic impacts brought about by the conflict, particularly on energy costs.
The big four bank’s baseline – the scenario it thinks is most likely to play out – is the war lasts about a month, but that shipping through the Strait of Hormuz takes a further month to normalise.
Westpac has released new modelling on the economic impacts of the war in Iran. (Getty)

Should these predictions come to fruition, Westpac anticipates oil prices soaring to $110 per barrel, though they are expected to average around $90 from April to June. This scenario could significantly impact Australian drivers, with a slight 0.1 percentage point dip in economic growth.

“Motorists should brace for more than just a direct transfer of rising crude oil costs to petrol and diesel prices,” explained Sian Fenner, Westpac’s head of business and industry economics.

Consequently, Fenner predicts that retail petrol prices will hover around $2.02 per litre, while diesel might reach $2.50 per litre. Additionally, the price of fertilizers like urea has surged, and some airlines have already adjusted fares due to increased jet fuel costs.

Fenner also cautioned about the “material risk of a more extensive and prolonged disruption,” with Westpac’s alternative scenario now suggesting the conflict could extend for three months.

“Fertiliser prices such as urea are also up sharply and some airlines have already announced price increases due to the rise in jet fuel.”

Considering Australian petrol and diesel prices already averaged 219.5 and 245.6 cents a litre last week, and Brent crude is currently sitting above $US100 a barrel, that appears to be a relatively sedate impact on the economy for what the International Energy Agency has labelled the worst oil supply shock in global history.
Customers fill their vehicles at the 7 Eleven Mobil petrol station on Liverpool Road in Ashfield, NSW.
Petrol prices have already surged to multi-year highs. (Kate Geraghty)
However, there is significant uncertainty about how long the war will last, with US President Donald Trump’s erratic statements about a timeframe, and his boasting that the conflict is won while demanding help from allies to open the Strait of Hormuz, doing nothing to quell market volatility.

Fenner said there “remains a material risk of a more extensive and prolonged disruption”, and Westpac’s alternative scenario now has the conflict lasting three months.

In such a case, the economic impact would be far worse.

Oil prices would average $US130 a barrel in the second quarter of the year, and at their peak would hit $US200.

Flames rise from an oil storage facility south of the capital Tehran as strikes hit the city during the U.S.Israel military campaign, Iran, Saturday, March 7, 2026.
Energy infrastructure has been struck across the Middle East during the war. (AP Photo/Vahid Salemi)
Given Australian petrol prices rise about 1 cent per litre for every dollar oil increases by, drivers could end up being slugged more than $3 a litre in the coming months.

Underlying inflation would also remain above the Reserve Bank’s target until well into 2027, and half a percentage point would be lopped off Australia’s overall economic growth.

In a sobering end to her research note, Fenner said the turmoil could be even worse if energy infrastructure suffers permanent damage.

“This (alternative) scenario assumes no significant damage to oil and LNG production and freight facilities,” she wrote.

“A permanent loss of supply would prolong the cost to the real economy. 

“It would also add to the risk of a sell-off in financial markets that would not only amplify the negative shock to the global economy but complicate the policy response.”

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The information provided on this website is general in nature only and does not constitute personal financial advice. The information has been prepared without taking into account your personal objectives, financial situation or needs. Before acting on any information on this website you should consider the appropriateness of the information having regard to your objectives, financial situation and needs.

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