19 May 2022
The EU is struggling to get everyone onboard for an outright embargo on oil imports from Russia, but could follow a more flexible, market-driven route.
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09 May 2022
Commodity markets remain in shock over the supply implications of war in Ukraine, but financial and economic headwinds could ultimately take centre stage.
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13 April 2022
The Russia-Ukraine crisis is above all a humanitarian tragedy but has also augmented commodity price inflation as the world comes to terms with actual and threatened supply disruptions. Markets, as always, will adjust via shifts in pricing and arbitrage. However, focus ...
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28 February 2022
The outbreak of conflict in Ukraine last week saw a short-lived surge in commodity prices, extensive sanctions imposed on Russia, and a flight towards safe havens. Although commodity markets eased on Friday (“buy the rumour, sell the fact”), and energy exports are prese...
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11 January 2022
Early-year bullish oil and commodity sentiment has been boosted by limited new restrictions due to Omicron and by supply-side tightness. Ongoing demand recovery seems assured for 2022, although a strong USD could place a cap over demand in key developing economies.
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17 December 2021
Sustained inflationary pressures will likely pull interest rate rises forward in 2022, albeit central banks must tread carefully to avoid derailing post-pandemic recovery.
Filter:Freight & Transportation Global English Asia-Pacific Europe Latin America and Caribbean Middle East North America Coal Crude oil Fertilizer LPG/NGL Metals Natural gas/LNG Oil products Chemicals