Tight supply supports energy, demand concerns weigh on metals
With the Russia-Ukraine conflict showing little sign of ending, concerns about supply continue to dominate energy markets – the EU is ratcheting up pressure on Russia, while Russia has in turn cut off gas supply to several countries. The focus in metals markets has shifted towards concerns about demand amid the slowdown in China. In this webinar we explore the impact of these developments on commodity prices and discuss key risks to our forecasts.
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Kiran joined Oxford Economics as an Economist in August 2007. She works on the Industry and Global Macroeconomic Services as well as on consultancy work. Her work for the Industry Service primarily involves the basic metals and engineering sectors, and for the Global Macroeconomic Service includes forecasts for commodity prices and the several East Asian economies.
Toby joined Oxford Economics in July 2014 as an Economist with the Industry team. He is currently responsible for the intermediate goods sector forecasts as well as contributing to Industry consultancy projects. Toby was educated at Birkbeck College, University of London, where he gained a first-class degree in Financial Economics, followed by a MSc degree in Economics. His MSc dissertation investigated the transmission mechanism between the Bank of England’s quantitative easing programme and UK interest rates
Stephen is part of the Industry team where he is responsible for the extraction sector forecasts and contributes to the monthly commodity price forecasts for iron and steel. Stephen joined us in January 2018 after completing his MSc in finance and econometrics at Queen Marys University of London.
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