About this episode

The episode discusses the impact of the Middle East conflict on the global economy, particularly focusing on oil supply and market dynamics.

Gaurav, Kamil and Stefan unpack the latest developments in the Middle East conflict and what they mean for the global economy. The world still runs on oil, and Middle East producers are keen to sell, but the Strait of Hormuz blockage is squeezing supply routes and pushing storage higher, with production cuts looming. The team asks what all of this means for Europe, APAC and the broader global outlook, weighing up winners and losers. In markets moving by the hour, even keeping track of the day of the week has become a challenge.

People in this episode

Hosts: Gaurav, Kamil, Stefan

Topics covered

• Middle East conflict
• global economy
• oil supply
• market analysis
• production cuts
• winners and losers

Keywords

• oil
• Middle East
• global economy
• Strait of Hormuz
• production cuts
• supply routes
• market analysis

Mentioned in this episode

Places: Middle East, Europe, APAC, Strait of Hormuz

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