Webinar

Commodity price outlook: Middle East disruption, supply constraints and El Niño tilt risks higher

17 September 2026 – 2.00pm BST (London/ 9am EDT)

online

Risks across commodity markets are increasingly tilted to the upside, as conflict in the Middle East and Russia-Ukraine disrupts key energy and agricultural trade flows, while tighter physical markets and emerging El Niño risks add further pressure.

This webinar examines the implications across energy, metals and agriculture, from refining and gas supply constraints to tight copper and aluminium markets, and assesses what these forces mean for commodity prices over the year ahead.

This webinar is being held on our new platform, ON24. If you do not receive your confirmation email, please check your junk and spam folders.

Speakers

Sebastien Tillett

Sebastien joined Oxford Economics in 2023 as a graduate working across freight and transport advisory consulting. His main area of experience is in providing data analysis on projects within the maritime/trade and transport industries.

Prior to working at Oxford Economics, Sebastien had technology roles at AMP and Macquarie Bank before completing a Master of Economics.

Economist

Jack Reid

Jack is an economist in the Scenarios and Macro Modelling team where is responsible for natural gas forecasts, and contributes to the modelling of the energy sector. Jack joined Oxford Economics in January 2024 after completing his Master of Economics at The University of Sydney.

Economist - Scenarios and Macro Modelling

Bridget Payne

Bridget is Head of Energy Forecasting. She leads the production of oil, gas, coal, and refined fuel forecasts for our Commodities Service and shapes Oxford Economics’ view on energy markets through analysis of key trends and developments.

Bridget joined Oxford Economics from the energy consultancy Flow&Ebb, where she supported corporate and industrial users with energy hedging, procurement, investment, and strategy. Prior to that, she worked in the Victoria State Government Department of Treasury and Finance, focusing on energy and climate policy.

She holds a Master of Development Economics from Victoria University of Wellington and a Bachelor of Business (Economics) from the University of Technology, Sydney.

Head of Energy Forecasting

Stephen Hare

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 Oxford Economics in January 2018 after completing his MSc in finance and econometrics at Queen Marys University of London.

Lead Economist