Latest installments of From the Economist's Chair, featuring David Fyfe
22 июня 2022
From the Economist's Chair: Western tightening meet eastern stimulus
Chinese lockdowns and commodity price hikes due to conflict in Ukraine have raised Atlantic Basin inflation to forty-year highs, forcing central banks to respond with rate rises they hope will not trigger recession. This contrasts sharply with more accommodative fiscal ...
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Нефть Нефтепродукты Global English Asia-Pacific Europe North America
19 мая 2022
From the Economist's Chair: Is an oil embargo on Russia really the smartest move?
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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Нефть Нефтепродукты Природный газ Europe English
09 мая 2022
From the Economist’s Chair: Moving towards an inflection point?
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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Нефть Global Asia-Pacific Europe Latin America and Caribbean Middle East North America English
13 апреля 2022
From the Economist's Chair: Russia-Ukraine conflict extends global commodity bull run
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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Нефть Нефтепродукты Global Удобрения Природный газ Металлы Europe North America Middle East Asia-Pacific English
28 февраля 2022
From the Economist's Chair: Ukraine crisis to weigh on 2022 recovery
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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Сельское хозяйство Нефть Удобрения Металлы Природный газ Нефтепродукты Транспортировка Global Asia-Pacific Europe FSU Latin America and Caribbean Middle East North America English
11 января 2022
From the Economist's Chair: USD strength may temper 2022’s more bullish outlooks
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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Нефть Нефтепродукты Global North America Europe Asia-Pacific Latin America and Caribbean English