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Conflict reprices commodities and global risk
Our experts discuss how the Iran conflict and AI-driven demand affect the outlook for oil, commodities, inflation, and energy security.
2:10 – Pre-war oil outlook
3:35 – Revised outlook for oil
7:00 – AI and an oil supercycle
9:50 – Critical importance of the Strait of Hormuz
11:30 – Downstream effects across supply chains
14:50 – Oil and energy market volatility
16:45 – Geopolitical implications
21:00 – Fertilizers, metals, and LNG
25:30 – Effects on the energy transition
28:10 – What to watch
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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By Wellington Management
4.9
4141 ratings
Our experts discuss how the Iran conflict and AI-driven demand affect the outlook for oil, commodities, inflation, and energy security.
2:10 – Pre-war oil outlook
3:35 – Revised outlook for oil
7:00 – AI and an oil supercycle
9:50 – Critical importance of the Strait of Hormuz
11:30 – Downstream effects across supply chains
14:50 – Oil and energy market volatility
16:45 – Geopolitical implications
21:00 – Fertilizers, metals, and LNG
25:30 – Effects on the energy transition
28:10 – What to watch
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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