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Barclays Finds Eight in 10 UK Firms Hurt by Iran Conflict and One in Five Pause Investment

Rising energy, shipping and supply‑chain costs are forcing small firms to build cash buffers while larger firms borrow for longer‑term spending and tech upgrades.

Overview

  • The Barclays Business Prosperity Index reports 80% of UK businesses say the Iran/Middle East war has harmed them, and about 20% have paused or frozen investment plans.
  • Firms cite specific cost channels: 64% point to higher energy and fuel bills, 34% to rising shipping and logistics costs, and roughly one third report supply‑chain disruption.
  • Surveyed senior decision‑makers told Barclays that 37% expect to pass some of these cost increases on to customers through higher prices.
  • Barclays transaction data for Q1 2026 show small companies cut borrowing by 13.1% and raised savings by 1.5% while larger firms increased longer‑term borrowing by 6.9% and reduced savings by 5.2%.
  • Businesses are responding with tech investment: 68% plan higher cybersecurity spending and 61% report using agentic AI, and BarclaysUK corporate bank chief Matt Hammerstein urged a cabinet‑level AI role to coordinate strategy.