Speakers:
How will prices of energy and other major commodities perform in the event of a relatively short conflict? What would more persistent fighting mean for the price outlook?
In this special online briefing at 10:00 ET/15:00 BST on Thursday 9 April, our economists will distill the key insights from our latest Global Economic Outlook, examining how disruptions across energy, metals and agricultural markets are driving price movements, volatility and cross-commodity dynamics through this year and into 2027.
During this 20-minute session, the team will be answering your questions as they explore critical themes shaping global commodities markets, including:
- The direct impact of the Middle East conflict on oil and gas prices, including risks to supply, shipping routes (e.g. Hormuz) and spillovers into broader commodity markets;
- Demand dynamics across major economies, with a focus on industrial cycles, energy consumption trends and China’s role in commodity markets;
- Financial and structural drivers of price movements, including dollar strength, inventory cycles, investor positioning and the energy transition.
Start date:
