Escalating conflict in the Middle East has triggered significant volatility across global energy, shipping and commodity markets, with transit through the Strait of Hormuz severely disrupted. Crude oil prices have surged, tanker traffic has slowed, and risk premiums are rising as geopolitical tensions intensify. The implications extend beyond energy, with emerging knock-on effects across fertilizers, agriculture and global food markets.
Expana hosts a live Intelligence Briefing delivering coordinated, cross-market analysis of this fast-moving situation. Our specialists assess the impact on crude oil balances, freight flows and geopolitical risk, evaluate knock-on effects across fertilizer, agricultural and food markets, and examine disruption scenarios, including the potential for materially higher prices. We will also identify the key indicators to monitor in the days ahead.
Key Focus Areas
- Real-time assessment of crude market disruption and price volatility
- Shipping, freight and tanker market dynamics
- Insurance and maritime risk considerations
- Downstream implications for fertilizers, agriculture and food markets
- Supply resilience, spare capacity and producer response
- Forward-looking risk scenarios and critical market signals to watch
Speakers:
- Andrew Woods, Senior Market Reporter, Expana
- Tom Bundgaard, VP Price Forecasting, Expana
- Simon Duke, Managing Editor, Expana
Length:
- 20-30 minutes
Who This Session Is For
Traders, commercial leaders, analysts, risk professionals and media covering energy, freight and commodity markets who require timely, integrated insight during periods of geopolitical stress and market volatility.
Watch: Global Markets on Edge: The Expanding Impact of Hormuz Disruption
Written by Expana
Speakers
Simon Duke
Managing Editor EMEA
Expana
Andrew Woods
Industrial Market Reporter
Expana
Tom Bundgaard
VP, Price Forecasting
Expana
