Commodity price outlook: Middle East disruption, supply constraints and El Niño tilt risks higher
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.
UPDATE: Recent attacks on Saudi energy infrastructure and disruption in the Red Sea have taken out a key route that had been helping offset losses through the Strait of Hormuz, pushing oil prices sharply higher. We’ll talk through the changes we’re making to our September forecasts, including our expectation that Brent will now remain above $100 pb through Q2 2027, and what the latest developments mean for gas and the wider commodity outlook.
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Speakers
