Gauging the Mideast supply shock

Gauging the Mideast supply shock

From Market take by BlackRock

March 9, 2026 · 4 min · Episode 132

About this episode

Natalie Gill discusses the impact of the Middle East conflict on supply chains and inflation risks.

The Middle East conflict is causing a supply chain shock. Natalie Gill, Portfolio Strategist at the BlackRock Investment Institute, explains how energy disruptions are driving regional market effects and adding to inflation risk. General disclosure: This material is intended for information purposes only, and does not constitute investment advice, a recommendation or an offer or solicitation to purchase or sell any securities, funds or strategies to any person in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction. The opinions expressed are as of the date of publication and are subject to change without notice. Reliance upon information in this material is at the sole discretion of the reader. Investing involves risks. BlackRock does and may seek to do business with companies covered in this podcast. As a result, readers should be aware that the firm may have a conflict of interest that could affect the objectivity of this podcast. In the U.S. and Canada, this material is intended for public distribution. In the UK and Non-European Economic Area (EEA) countries: this is Issued by BlackRock Investment…

People in this episode

Guest: Natalie Gill

Topics covered

  • Middle East conflict
  • supply chain shock
  • energy disruptions
  • regional market effects
  • inflation risk

Keywords

  • Middle East
  • supply chain
  • energy disruptions
  • inflation
  • market effects

Mentioned in this episode

Organizations: BlackRock, Financial Conduct Authority

Places: Middle East, U.S., Canada, UK, Non-European Economic Area (EEA), London, England, Wales

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