Energy Markets and Europe’s Fragile Recovery

Energy Markets and Europe’s Fragile Recovery

March 11, 2026 · 11 min

About this episode

Gordon Kerr discusses the impact of the Iran conflict on energy markets and Europe's economic outlook.

In this episode of Credit Compass, Gordon Kerr, KBRA’s European Macro Strategist, examines how the recent conflict involving Iran has influenced energy markets and what that means for Europe’s economic and credit outlook. We discuss Europe’s exposure to oil and natural gas prices, the mixed signals coming from German economic data, and how credit markets have responded to rising uncertainty.

People in this episode

Host: Gordon Kerr

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Mentioned in this episode

Organizations: KBRA

Places: Iran, Europe, Germany

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