ETFs

Middle East Turmoil & Vanguard ETFs: Energy, Consumer Staples Outlook 2026 – News and Statistics

Apr 18, 2026

Investors assessing the impact of a major geopolitical conflict in the Middle East are evaluating potential effects on specific financial assets. According to a report from Yahoo Finance, three exchange-traded funds from Vanguard could see material influence from the ongoing turmoil.

Vanguard Energy ETF: High Oil Prices

The Vanguard Energy ETF, which holds oil and natural gas producers, is positioned as a potential beneficiary. The fund has an expense ratio of 0.09%, a yield of approximately 2.2%, and manages around $13 billion in assets. Its portfolio contains roughly 100 holdings, offering diversified exposure to the energy sector. About 39% of assets are in integrated energy companies, with nearly 23% in oil and gas exploration businesses.

The closure of the Strait of Hormuz has limited the supply of oil and refined products, supporting strong results for companies across the sector, including refiners. However, the ETF has already moved materially higher in 2026. Given the historical volatility of oil prices and their tendency to fall after steep increases, more conservative investors may see material downside risk when the conflict concludes.

Vanguard Consumer Staples ETF: Margin Pressure

In contrast, the Vanguard Consumer Staples ETF faces potential challenges. The fund has an expense ratio of 0.09%, a yield of 2.1%, and roughly $9 billion in assets invested in about 100 consumer staples companies. The Strait of Hormuz closure has reduced fertilizer availability, while high oil prices have increased shipping and production costs.

These rising costs could lead to contracting margins for the companies in the fund, potentially resulting in weak earnings. Investors appear to be anticipating this pressure, as the ETF has been trending lower since March.

  1. 1. INTRODUCTION

    Making Data-Driven Decisions to Grow Your Business

    1. REPORT DESCRIPTION
    2. RESEARCH METHODOLOGY AND THE AI PLATFORM
    3. DATA-DRIVEN DECISIONS FOR YOUR BUSINESS
    4. GLOSSARY AND SPECIFIC TERMS
  2. 2. EXECUTIVE SUMMARY

    A Quick Overview of Market Performance

    1. KEY FINDINGS
    2. MARKET TRENDS This Chapter is Available Only for the Professional EditionPRO
  3. 3. MARKET OVERVIEW

    Understanding the Current State of The Market and its Prospects

    1. MARKET SIZE: HISTORICAL DATA (2012–2025) AND FORECAST (2026–2035)
    2. CONSUMPTION BY COUNTRY: HISTORICAL DATA (2012–2025) AND FORECAST (2026–2035)
    3. MARKET FORECAST TO 2035
  4. 4. MOST PROMISING PRODUCTS FOR DIVERSIFICATION

    Finding New Products to Diversify Your Business

    1. TOP PRODUCTS TO DIVERSIFY YOUR BUSINESS
    2. BEST-SELLING PRODUCTS
    3. MOST CONSUMED PRODUCTS
    4. MOST TRADED PRODUCTS
    5. MOST PROFITABLE PRODUCTS FOR EXPORT
  5. 5. MOST PROMISING SUPPLYING COUNTRIES

    Choosing the Best Countries to Establish Your Sustainable Supply Chain

    1. TOP COUNTRIES TO SOURCE YOUR PRODUCT
    2. TOP PRODUCING COUNTRIES
    3. TOP EXPORTING COUNTRIES
    4. LOW-COST EXPORTING COUNTRIES
  6. 6. MOST PROMISING OVERSEAS MARKETS

    Choosing the Best Countries to Boost Your Export

    1. TOP OVERSEAS MARKETS FOR EXPORTING YOUR PRODUCT
    2. TOP CONSUMING MARKETS
    3. UNSATURATED MARKETS
    4. TOP IMPORTING MARKETS
    5. MOST PROFITABLE MARKETS
  7. 7. PRODUCTION

    The Latest Trends and Insights into The Industry

    1. PRODUCTION VOLUME AND VALUE: HISTORICAL DATA (2012–2025) AND FORECAST (2026–2035)
    2. PRODUCTION BY COUNTRY: HISTORICAL DATA (2012–2025) AND FORECAST (2026–2035)
  8. 8. IMPORTS

    The Largest Import Supplying Countries

    1. IMPORTS: HISTORICAL DATA (2012–2025) AND FORECAST (2026–2035)
    2. IMPORTS BY COUNTRY: HISTORICAL DATA (2012–2025) AND FORECAST (2026–2035)
    3. IMPORT PRICES BY COUNTRY: HISTORICAL DATA (2012–2025) AND FORECAST (2026–2035)
  9. 9. EXPORTS

    The Largest Destinations for Exports

    1. EXPORTS: HISTORICAL DATA (2012–2025) AND FORECAST (2026–2035)
    2. EXPORTS BY COUNTRY: HISTORICAL DATA (2012–2025) AND FORECAST (2026–2035)
    3. EXPORT PRICES BY COUNTRY: HISTORICAL DATA (2012–2025) AND FORECAST (2026–2035)
  10. 10. PROFILES OF MAJOR PRODUCERS

    The Largest Producers on The Market and Their Profiles

  11. 11. COUNTRY PROFILES

    The Largest Markets And Their Profiles

    This Chapter is Available Only for the Professional Edition
    PRO

    1. 11.1

      United States

      • Market Size
      • Production
      • Imports
      • Exports
    2. 11.2

      China

      • Market Size
      • Production
      • Imports
      • Exports
    3. 11.3

      Japan

      • Market Size
      • Production
      • Imports
      • Exports
    4. 11.4

      Germany

      • Market Size
      • Production
      • Imports
      • Exports
    5. 11.5

      United Kingdom

      • Market Size
      • Production
      • Imports
      • Exports
    6. 11.6

      France

      • Market Size
      • Production
      • Imports
      • Exports
    7. 11.7

      Brazil

      • Market Size
      • Production
      • Imports
      • Exports
    8. 11.8

      Italy

      • Market Size
      • Production
      • Imports
      • Exports
    9. 11.9

      Russian Federation

      • Market Size
      • Production
      • Imports
      • Exports
    10. 11.10

      India

      • Market Size
      • Production
      • Imports
      • Exports
    11. 11.11

      Canada

      • Market Size
      • Production
      • Imports
      • Exports
    12. 11.12

      Australia

      • Market Size
      • Production
      • Imports
      • Exports
    13. 11.13

      Republic of Korea

      • Market Size
      • Production
      • Imports
      • Exports
    14. 11.14

      Spain

      • Market Size
      • Production
      • Imports
      • Exports
    15. 11.15

      Mexico

      • Market Size
      • Production
      • Imports
      • Exports
    16. 11.16

      Indonesia

      • Market Size
      • Production
      • Imports
      • Exports
    17. 11.17

      Netherlands

      • Market Size
      • Production
      • Imports
      • Exports
    18. 11.18

      Turkey

      • Market Size
      • Production
      • Imports
      • Exports
    19. 11.19

      Saudi Arabia

      • Market Size
      • Production
      • Imports
      • Exports
    20. 11.20

      Switzerland

      • Market Size
      • Production
      • Imports
      • Exports
    21. 11.21

      Sweden

      • Market Size
      • Production
      • Imports
      • Exports
    22. 11.22

      Nigeria

      • Market Size
      • Production
      • Imports
      • Exports
    23. 11.23

      Poland

      • Market Size
      • Production
      • Imports
      • Exports
    24. 11.24

      Belgium

      • Market Size
      • Production
      • Imports
      • Exports
    25. 11.25

      Argentina

      • Market Size
      • Production
      • Imports
      • Exports
    26. 11.26

      Norway

      • Market Size
      • Production
      • Imports
      • Exports
    27. 11.27

      Austria

      • Market Size
      • Production
      • Imports
      • Exports
    28. 11.28

      Thailand

      • Market Size
      • Production
      • Imports
      • Exports
    29. 11.29

      United Arab Emirates

      • Market Size
      • Production
      • Imports
      • Exports
    30. 11.30

      Colombia

      • Market Size
      • Production
      • Imports
      • Exports
    31. 11.31

      Denmark

      • Market Size
      • Production
      • Imports
      • Exports
    32. 11.32

      South Africa

      • Market Size
      • Production
      • Imports
      • Exports
    33. 11.33

      Malaysia

      • Market Size
      • Production
      • Imports
      • Exports
    34. 11.34

      Israel

      • Market Size
      • Production
      • Imports
      • Exports
    35. 11.35

      Singapore

      • Market Size
      • Production
      • Imports
      • Exports
    36. 11.36

      Egypt

      • Market Size
      • Production
      • Imports
      • Exports
    37. 11.37

      Philippines

      • Market Size
      • Production
      • Imports
      • Exports
    38. 11.38

      Finland

      • Market Size
      • Production
      • Imports
      • Exports
    39. 11.39

      Chile

      • Market Size
      • Production
      • Imports
      • Exports
    40. 11.40

      Ireland

      • Market Size
      • Production
      • Imports
      • Exports
    41. 11.41

      Pakistan

      • Market Size
      • Production
      • Imports
      • Exports
    42. 11.42

      Greece

      • Market Size
      • Production
      • Imports
      • Exports
    43. 11.43

      Portugal

      • Market Size
      • Production
      • Imports
      • Exports
    44. 11.44

      Kazakhstan

      • Market Size
      • Production
      • Imports
      • Exports
    45. 11.45

      Algeria

      • Market Size
      • Production
      • Imports
      • Exports
    46. 11.46

      Czech Republic

      • Market Size
      • Production
      • Imports
      • Exports
    47. 11.47

      Qatar

      • Market Size
      • Production
      • Imports
      • Exports
    48. 11.48

      Peru

      • Market Size
      • Production
      • Imports
      • Exports
    49. 11.49

      Romania

      • Market Size
      • Production
      • Imports
      • Exports
    50. 11.50

      Vietnam

      • Market Size
      • Production
      • Imports
      • Exports
  12. LIST OF TABLES

    1. Key Findings In 2025
    2. Market Volume, In Physical Terms: Historical Data (2012–2025) and Forecast (2026–2035)
    3. Market Value: Historical Data (2012–2025) and Forecast (2026–2035)
    4. Per Capita Consumption, by Country, 2022–2025
    5. Production, In Physical Terms, By Country: Historical Data (2012–2025) and Forecast (2026–2035)
    6. Imports, In Physical Terms, By Country: Historical Data (2012–2025) and Forecast (2026–2035)
    7. Imports, In Value Terms, By Country: Historical Data (2012–2025) and Forecast (2026–2035)
    8. Import Prices, By Country: Historical Data (2012–2025) and Forecast (2026–2035)
    9. Exports, In Physical Terms, By Country: Historical Data (2012–2025) and Forecast (2026–2035)
    10. Exports, In Value Terms, By Country: Historical Data (2012–2025) and Forecast (2026–2035)
    11. Export Prices, By Country: Historical Data (2012–2025) and Forecast (2026–2035)
  13. LIST OF FIGURES

    1. Market Volume, In Physical Terms: Historical Data (2012–2025) and Forecast (2026–2035)
    2. Market Value: Historical Data (2012–2025) and Forecast (2026–2035)
    3. Consumption, by Country, 2025
    4. Market Volume Forecast to 2035
    5. Market Value Forecast to 2035
    6. Market Size and Growth, By Product
    7. Average Per Capita Consumption, By Product
    8. Exports and Growth, By Product
    9. Export Prices and Growth, By Product
    10. Production Volume and Growth
    11. Exports and Growth
    12. Export Prices and Growth
    13. Market Size and Growth
    14. Per Capita Consumption
    15. Imports and Growth
    16. Import Prices
    17. Production, In Physical Terms: Historical Data (2012–2025) and Forecast (2026–2035)
    18. Production, In Value Terms: Historical Data (2012–2025) and Forecast (2026–2035)
    19. Production, by Country, 2025
    20. Production, In Physical Terms, by Country: Historical Data (2012–2025) and Forecast (2026–2035)
    21. Imports, In Physical Terms: Historical Data (2012–2025) and Forecast (2026–2035)
    22. Imports, In Value Terms: Historical Data (2012–2025) and Forecast (2026–2035)
    23. Imports, In Physical Terms, By Country, 2025
    24. Imports, In Physical Terms, By Country: Historical Data (2012–2025) and Forecast (2026–2035)
    25. Imports, In Value Terms, By Country: Historical Data (2012–2025) and Forecast (2026–2035)
    26. Import Prices, By Country: Historical Data (2012–2025) and Forecast (2026–2035)
    27. Exports, In Physical Terms: Historical Data (2012–2025) and Forecast (2026–2035)
    28. Exports, In Value Terms: Historical Data (2012–2025) and Forecast (2026–2035)
    29. Exports, In Physical Terms, By Country, 2025
    30. Exports, In Physical Terms, By Country: Historical Data (2012–2025) and Forecast (2026–2035)
    31. Exports, In Value Terms, By Country: Historical Data (2012–2025) and Forecast (2026–2035)
    32. Export Prices, By Country: Historical Data (2012–2025) and Forecast (2026–2035)

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