By Ezana Tedla
Iran's capacity to sustain its industrial production is a key area of leverage in the confrontation with the United States. In August, Washington announced Operation Economic Outcast to put additional pressure on the Iranian economy. While this affects outside flows, it does not impact the inventories already within the country.
We analyze how resilient different Iranian sectors are to a prolonged disruption of imports. To do this, we examine days of inventory in the quarterly filings of companies listed on the Tehran Stock Exchange, and compare sectors most exposed to sanctions with those that are not.
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