The War on Iran
The Common Sense produces exclusive Special Reports, anchored by a flagship report and supported by accompanying articles offering further insight and analysis.
The War in Iran and the Strait of Hormuz: Six Scenarios and How They Will Shape the Global Economy
In this Special Report, The Common Sense sets out six detailed scenarios for the war in Iran together with the global and market implications.
1.7.2026 |
Frans Cronje
The Common Sense Nailed Its Oil Price Forecast
The oil price has dropped to what The Common Sense predicted.
26.6.2026 |
The Editorial Board
What the End of the Iran War Could Mean for South African Households
If the emerging peace agreement between the United States and Iran holds, South African households could soon begin to benefit from lower fuel prices, easing inflation, and a more stable interest rate environment.
17.6.2026 |
Economics Desk
US and Iran Reach Draft Peace Deal
President Donald Trump announced on Sunday that the US and Iran had reached a draft peace deal, with markets reacting immediately as oil fell, stocks rose and the rand strengthened.
15.6.2026 |
Staff Writer
Trump Claims Iran Deal Imminent Amid Entrapment Risks
Oil has fallen below $90 as the US firmly signals a potential peace pact, but Tehran insists no final agreement exists.
12.6.2026 |
Staff Writer
Iran War Update: Trump Faces Entrapment Risk
US President Donald Trump faces an entrapment risk as Iran demonstrates the difference in how Western and non-Western political cultures approach negotiations, while Tehran casts the enticing idea of a more moderate administration waiting in the wings in the hope that this will cause the Americans to remain in that theatre just a little bit longer.
11.6.2026 |
The Editorial Board
US and Iran Still on Track for Deal to Drop Oil Prices
Iran and the United States remain on track for a deal that could extend the current ceasefire by 60 days, reopen the Strait of Hormuz, and create the basis for further talks on Iran stepping back from its nuclear ambitions.
2.6.2026 |
Staff Writer
SA Petrol Price Could Fall Steeply as War Premium Fades
Brent crude was trading at just under $93 per barrel on Friday morning, marking a significant retreat from the levels reached during the peak of the Iran war shock and offering a potentially important signal for South African fuel prices.
29.5.2026 |
Economics Desk
Iran War Risks Overstated from Day One
Speaking on the new Frans Cronje Show on The Common Sense, Frans Cronje said his firm had prepared six scenarios for clients in the first week of the Iran war and had concluded from the outset that the conflict was unlikely to crash markets, scramble currencies, or severely damage the global economy.
28.5.2026 |
Staff Writer
Firm Says Iran War Exit Point Bodes Well for Investors
The endgame for the Iran war is in sight as US and Iranian negotiators put the final touches on a plan for peace.
27.5.2026 |
Staff Writer
