Event Commodities Drop-In: How the Middle East conflict has changed the price outlook 9th April 2026, 3:00PM BST News of a ceasefire in the Middle East has sparked a strong positive response in commodity markets, but there is no shortage of uncertainty about what comes next. In this special online briefing, our…
Commodities Update Q&A: the oil supply chain from the Middle East This Update considers the broader implications of the Middle East war on the crude oil and petroleum product supply chain from the Middle East onwards. At the very end of the supply chain, Oceania and... 27th March 2026 · 3 mins read
Commodities Weekly Certainty and conviction in short supply among energy execs The latest Dallas Fed survey suggests that US energy executives are cautiously optimistic about the near-term outlook, but it also underlines how the lack of certainty is complicating investment... 27th March 2026 · 6 mins read
Global Economic Outlook Forecasting through the fog of war A short conflict in Iran would push global inflation temporarily higher and trim GDP growth, but the fallout would be manageable. Central banks that had already begun tightening – such as the BoJ and... 25th March 2026 · 1 min read
Commodities Update Fall in gold prices has further to run Weaker structural demand for gold left prices vulnerable to a pick-up in real yields and reduced risk appetite on the back of the conflict in Iran. But even if the conflict were to de-escalate soon... 25th March 2026 · 3 mins read
Commodities Update What to know on energy markets & demand destruction With the global economy potentially facing the largest energy supply shock in history, this Update considers how the oil market may adjust to a new equilibrium in the medium-to-long term. 23rd March 2026 · 4 mins read
Capital Daily Markets back in escalation mode Escalation in the war remains bad news for asset markets. And while central banks haven’t themselves done much to de-escalate conditions in the bond market, there’s a case, in our view, for an... 23rd March 2026 · 5 mins read
Commodities Update Refined oil products caught in the maelstrom The surge in the prices of refined oil products is amplifying the economic impact of the energy crisis. Countries in Africa that ordinarily source oil products from the Middle East have been most... 20th March 2026 · 3 mins read
India Economics Weekly Energy shortages rather than prices the imminent threat for India Regulated prices insulate consumers in India from surges in global energy prices but they are no protection against – and, indeed, they contribute to – shortages of fuels and related products. We’ve... 20th March 2026 · 5 mins read
Commodities Weekly Energy market meltdown; gold failing to shine The attack on Qatar’s LNG export hub, which has knocked out 3-4% of global LNG supplies, grabbed the headlines and has caused natural gas and LNG prices to spike. On the face of it, there is some... 20th March 2026 · 6 mins read
Australia & New Zealand Economics Weekly RBA will hike rates to 4.60% this year The RBA's decision to hike rates this week was underpinned by its view that upside risks to inflation outweigh downside risks to employment. We suspect that will remain the case for some time. Given... 20th March 2026 · 7 mins read
Europe Economics Update Which European countries are most exposed to higher energy prices? The rise in energy prices resulting from the Iran conflict will have an adverse impact on most European economies. In the euro-zone, Germany and Italy are more exposed than France, though Germany has... 17th March 2026 · 2 mins read
Australia & New Zealand Economics Update Energy crisis won’t hasten Australia’s shift to renewables The Iran conflict has exposed Australia’s continued reliance on fossil fuels, reigniting debate over a green energy pivot. While the government has legislated ambitious climate targets, it has shown... 17th March 2026 · 4 mins read
Africa Economics Weekly SSA fuel prices, inflation and the policy response Sub-Saharan Africa looks better placed to face the current energy shock than the last one in 2022. But the region is still vulnerable to the conflict in the Middle East via the impact on fuel supplies... 13th March 2026 · 7 mins read
Latin America Economics Update Venezuela: big near-term increase in oil output unlikely Disruption to oil production in the Middle East has turned attention to Venezuela as an alternative source of oil supply. The longer energy prices remain high, the greater the incentive for oil majors... 13th March 2026 · 4 mins read
