Conflict reprices commodities and global risk

Our experts discuss how the Iran conflict and AI-driven demand affect the outlook for oil, commodities, inflation, and energy security.

2:10 – Pre-war oil outlook
3:35 – Revised outlook for oil
7:00 – AI and an oil supercycle
9:50 – Critical importance of the Strait of Hormuz
11:30 – Downstream effects across supply chains
14:50 – Oil and energy market volatility
16:45 – Geopolitical implications
21:00 – Fertilizers, metals, and LNG
25:30 – Effects on the energy transition
28:10 – What to watch

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