Markets in Conflict: Implications for the World Economy
Argus Media26 Mai 2022

Markets in Conflict: Implications for the World Economy

The Russia-Ukraine conflict is causing wide ranging impact across commodity markets, with short and longer-term implications for the world economy.

Join David Fyfe, Chief Economist, Lloyd Thomas, SVP, Consulting and Haik Gugarats, Associate Editor and resident expert on US and international energy policy and politics as they discuss the conflict’s implications for Europe, Ukraine, Russia, US and China.

They assess the lessons from the impact of the Covid-19 pandemic, the potential for a notional ‘supply crisis’ morphing into a demand crisis – and long-term structural considerations including the consequences for the drive towards energy transition and cleaner fuels.

Key topics covered in this episode:

• Impact of the Russia-Ukraine conflict on the global economy and trade • Impact on the key markets of the US and China and implications for Europe, Ukraine and Russia • Comparing the impact of the Covid-19 pandemic – and what can we learn from it • Degree to which a notional “supply crisis” could morph into a demand crisis, as higher prices & GDP pressures start to hit demand for commodities • Longer term structural considerations: globalisation vs. regionalisation, producer & consumer alliances, the pace of the drive towards Energy Transition and cleaner fuels

Episoder(1000)

Crude Report: Hormuz disruptions put Canadian export crude in the global spotlight

Crude Report: Hormuz disruptions put Canadian export crude in the global spotlight

John's LI profile: https://www.linkedin.com/in/john-cordner-538059219/ Jeff's LI profile: https://www.linkedin.com/in/jeff-kralowetz-7823299/  In this Crude Report episode, Argus VP of Business Develo...

30 Mar 16min

Metal Movers: How the Iran Conflict Is Impacting Global Non‑Ferrous Metals Markets

Metal Movers: How the Iran Conflict Is Impacting Global Non‑Ferrous Metals Markets

30 Mar 34min

Falando de Mercado: Clima e safra de soja 2025-26

Falando de Mercado: Clima e safra de soja 2025-26

O início de ano foi marcado por tempo chuvoso e as projeções sinalizam recorde na produção de soja em Mato Grosso na temporada 2025-26. Nathalia Giannetti, colaboradora dos relatórios Argus AgriMarket...

25 Mar 8min

Market Talks: 2025–26 Soybean Crop Outlook

Market Talks: 2025–26 Soybean Crop Outlook

The beginning of the year was marked by rainy weather, and projections indicate record soybean production in Mato Grosso for the 2025–26 season. Nathalia Giannetti, contributor to the Argus AgriMarket...

25 Mar 8min

The Crude Report: Crude on War

The Crude Report: Crude on War

The US–Iran war has rattled crude markets, leaving almost a fifth of global supply effectively trapped inside the Mideast Gulf. Europe felt the impact later than Asia‑Pacific, but three weeks into the...

25 Mar 13min

Global LPG Conversations: Scenario analysis for LPG markets disrupted by Gulf war

Global LPG Conversations: Scenario analysis for LPG markets disrupted by Gulf war

Join LPG editor Peter Wilton as he quizzes Argus Consulting's Jack Greenwood on what we could see next for LPG prices and fundamentals. How has the war and the closure of the strait of Hormuz affecte...

24 Mar 25min

Argus Metals Movers: Turkey's flat steel trade patterns set to shift in 2026

Argus Metals Movers: Turkey's flat steel trade patterns set to shift in 2026

Turkish imports of Russian hot rolled coil and slab rose sharply through 2025 as suppliers shifted material away from Europe. Elif Eyuboglu, senior reporter at Argus Media, spoke to Tolga Yigit Cekicl...

24 Mar 7min

Chemical Conversations: Assessing the Middle East conflict’s impact on the global ethylene outlook

Chemical Conversations: Assessing the Middle East conflict’s impact on the global ethylene outlook

Recent geopolitical disruption centred in the Middle East is redirecting product movements creating new pressures in the near‑term ethylene outlook.     Argus petrochemical consultants Alan Williamson...

23 Mar 18min

Populært innen Business og økonomi

stopp-verden
lydartikler-fra-aftenposten
dine-penger-pengeradet
e24-podden
rss-penger-polser-og-politikk
rss-borsmorgen-okonominyhetene
pengepodden-2
pengesnakk
livet-pa-veien-med-jan-erik-larssen
rss-politisk-preik
utbytte
morgenkaffen-med-finansavisen
tid-er-penger-en-podcast-med-peter-warren
finansredaksjonen
lederpodden
stormkast-med-valebrokk-stordalen
rss-markedspuls-2
liberal-halvtime
rss-sunn-okonomi
rss-pa-konto