CreditSights在评估中东冲突对美元债券发行人的影响时表示，油价上涨可能会提振南亚和东南亚的综合性及侧重于上游业务的油气生产商。Pertamina、Petronas、PTTEP、Medco Energi、沙特阿美和QatarEnergy等公司可能会受益，而Thai Oil和Reliance Industries等下游炼油商则可能因原料成本上升而面临利润率压力。沙特阿美和QatarEnergy也面临航运风险，其大部分出口货物都要经过霍尔木兹海峡，不过CreditSights表示，沙特阿美在调整货运方面有更大的灵活性。GMR等机场运营商面临客流量风险，因为中东地区占印度航空运输量的约三分之一。其他方面，Aldar等专注于迪拜业务的阿联酋房地产开发商则面临客流量下降和投资者信心减弱的风险。
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