The evolving global energy crisis is likely to exert meaningful – but differentiated – impacts across the region, where various governments are likely to intervene to cushion the initial shock on households and businesses.
Archives: Webinars
The Middle East Conflict has triggered a surge in commodity prices and clouded the economic outlook for both Canada and the world.
The Iran conflict is causing a wide-range of forecast impacts, from energy markets and inflation, to both US and global growth. During this session, our economists will demonstrate how Oxford Economics’ Global Economic Model can quantify alternative scenarios, showing how shocks such as oil supply disruptions transmit through trade, inflation, growth and monetary policy responses across the global economy. We will also walk through our analysis of the more granular impacts of the conflict on the US consumer and businesses.
Rising input costs and escalating geopolitical tensions are reshaping the U.S. industrial outlook. While AI infrastructure investment continues to support areas of rapid growth, the outbreak of geopolitical conflict has introduced new pressures through disruption to energy markets, supply chains, with impact on defence spending and the trajectory of business profits
The escalating conflict involving Iran is adding a new layer of geopolitical risk that threatens to derail the recovery in Europe. Rising tensions in the Gulf are pushing up oil and gas prices, complicating the inflation outlook and the policy choices facing the European Central Bank. In this webinar, we will assess how the conflict will affect European growth and inflation, exploring alternative scenarios for energy prices, and discuss what it means for the region’s industries and consumers in the months ahead.
This comprehensive webinar will explore Germany’s economic outlook after one year under the new coalition. We’ll assess the progress of last year’s fiscal easing measures and their effects on growth, with particular focus on the industrial sector. The session will also provide a forward-looking perspective, considering the potential implications of delayed military and infrastructure spending, as well as prospects for further structural reforms. Our aim is to deliver clear insights into the dynamics and risks shaping Germany’s economic trajectory.
We forecast Asia-Pacific industrial production to see a modest slowdown in 2026 but remain an outperformer at the global level. Amid subdued global trade activity, APAC industries will be supported by China’s deepening role in the regional supply chain as well as the region’s strength in AI hardware production.
The Iran conflict is already causing a wide-range of forecast impacts, from energy markets and inflation, to both regional and global growth. This webinar demonstrates how Oxford Economics’ Global Economic Model can quantify alternative scenarios, showing how shocks such as oil supply disruptions transmit through trade, inflation, and growth across the global economy.
Still sluggish domestic demand, the recently-concluded ‘Two Sessions’, and an ongoing Middle Eastern conflict all point to the need for more supportive Chinese policy this year.
In this webinar our Real Estate Economics and Cities teams will share their views on the dynamics of European economies and real estate markets at the city-level. We will look at the cyclical and structural factors shaping opportunities and challenges across the region’s key cities.
Conflit en Iran, tensions sur les routes d’approvisionnement, envolée des prix de l’énergie: l’économie mondiale va-t-elle faire face à un nouveau choc énergétique? Nous présenterons nos perspectives économique à l’aune du conflit en Iran.
Artificial intelligence and cloud computing are driving an unprecedented wave of investment in data centres. As demand for computing power accelerates, the scale, location, and energy requirements of new data centre capacity are becoming increasingly important for energy systems, infrastructure planning, and investment decisions.
This webinar will cover: How escalating tensions in the Middle East could upend Africa’s political and economic priorities, reshape domestic policies, and shift investor sentiment, with direct consequences for the operating environment of businesses across the continent.
Join our Q1 commodity markets webinar, where we discuss the outlook for energy, metals and agriculture amid rapidly shifting trade and geopolitical dynamics. We examine the removal of IEEPA tariffs and the implications of new US Section 122 tariffs on key imports, before turning to energy markets, where recent geopolitical tensions in the Middle East are supporting elevated crude oil prices and colder-than-expected weather is drawing down European and US gas inventories. In metals, we explore speculative rallies and surging Chinese trading volumes underpinning price momentum. In agriculture, we assess US–China trade developments, biofuel policy and other drivers shaping prices.
Join us as we examine the key insights from our Q1 2026 Global Scenarios Service. Among the global risks quantified this quarter, we explore the potential for fiscal crisis amid rising market concerns over public debt levels and the possibility that Fed policy easing will add fuel to the ongoing tech investment boom. In addition, we’ll review how business views are shifting on the back of recent developments as we present evidence from our very latest Global Risk Survey.
Join this webinar with our global experts to unpack the economic implications of the unfolding conflict in the Middle East. We’ll cover our latest energy price projections and implications for the global and regional economies.
Following the weekend’s events, please join our team of global and GCC economists along with energy market experts as they unpack the economic impacts of conflict in the Middle East. They will focus on the key considerations in global energy markets, local shipping, tourism and non-energy export impacts.
This is a key opportunity for clients to ask questions and cut through the noise, we look forward to welcoming you.
In this webinar, we’ll highlight the key drivers of consumer opportunities across top consumer markets globally. We’ll look at how structural factors like demographics, city-level opportunities, tourism flows, and others shape opportunities for B2C firms. We will also explore key themes for B2C firms such as the emerging markets middle class, the bifurcation of the US consumer, where growth opportunities are in China, and how macroeconomic factors will drive spending across segments – from low-income consumers to luxury ones.
2026 has started with a flurry of headlines and actions spanning from Venezuela to Greenland to Iran. However, fundamentals for global industrial growth have remained relatively constant; robust, world-leading growth in China that is coming at the expense of others, a eurozone struggling to generate momentum, a US that powers on somewhere in between, and, hanging over everything, an AI datacentre buildout that is turbocharging growth in related sectors. Tune in to hear about the prospects for growth in different regions and sectors and about the switch from quarterly to monthly global industry forecast updates.
Travel spending is still being prioritised within consumption. This is fuelling ongoing demand growth for a wide range of destinations despite some increase in value-hunting. Within this webinar the Tourism Economics team will take a closer look at traveller spending patterns, including the implications of the rise in demand for authentic, cultural experiences. We will also reveal spending patterns across cities as well as countries for the first time as we are now including detail on spending by category within our GCT database. Cities which are benefitting from different types of tourist activity will be identified.
