French far‑right leader Marine Le Pen warned France could lose its financial sovereignty if it fails to make the right choices.

The WBG said in its East Asia and Pacific Economic Update on Tuesday that the U.S.-Iran war has lifted global energy prices and EAP economies have responded more aggressively than other regions, leaning heavily on subsidies — a strategy the bank warns may be unsustainable. It projects Middle East oil exports will not return to pre-conflict levels until mid-2027. The WBG cautioned that if the shock is persistent rather than temporary, subsidy measures could delay necessary adjustments, raise fiscal costs and deplete FX reserves. It cited Indonesia, Thailand and Vietnam as examples, noting each has cut retail gasoline prices and their USD reserves have fallen 15–40% YTD. The bank added that energy risks are currently being offset by an "AI tailwind."

Shell CEO Wael Sawan said Middle East oil flows have recovered to roughly 80% of pre-conflict levels, calling it one of the most significant assessments of export restoration to date. Speaking at the Energy Intelligence forum in London, he said: despite the disruptions, flows have now recovered to over 80% of pre-war levels, underlining regional resilience in maintaining supplies to global markets. Major banks and shipping-data firms also report flows near pre-conflict levels, but precise measurement remains disputed as many vessels frequently switch off satellite positioning signals in the Strait of Hormuz and parts of the Red Sea, complicating cargo counts.