Middle East Conflict Videos

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Expana Managing Editor Simon Duke breaks down this week's biggest story: the preliminary US-Iran agreement to end the conflict and reopen the Strait of Hormuz. In this episode: -Where the peace deal stands and what happens next -Why shipping companies say confidence in the Strait could take weeks to rebuild -The outlook for oil, gas, and aluminum recovery in the Persian Gulf region -What the ECB's chief economist said about sticky inflation -What commodity markets are watching closely as the situation develops Persian Gulf countries accounted for approximately 43% of the global aluminum production decline in April 2026, according to the International Aluminium Institute. Recovery, across most categories, is expected to be gradual. Visit expanamarkets.com for full coverage of the Middle East conflict and its impact on global commodity markets. 3:04 Expana Weekly Roundup: US Iran Peace Deal What It Means for Commodity Markets

Expana Weekly Roundup: US Iran Peace Deal What It Means for Commodity Markets

June 17, 2026 7:16 pm

In this week's Wednesday roundup, Expana Managing Editor Simon Duke breaks down how escalating Middle East tensions are shaping global commodity markets. From oil prices and shipping disruptions to the impact on Sri Lanka's tea exports and India's rice trade, we look at the real-world effects hitting supply chains around the world. Plus, insights from Nestle's CEO on consumer behavior shifts and how major food companies are navigating rising input costs. Visit expanamarkets.com for full coverage. #Expana #WeeklyRoundup #CommodityMarkets #GlobalTrade #SupplyChain #MiddleEastConflict #OilPrices #FoodIndustry 2:48 Expana Weekly Market Roundup MiddleEast Oil SupplyChain Commodities June 3 2026

Expana Weekly Market Roundup MiddleEast Oil SupplyChain Commodities June 3 2026

June 3, 2026 6:23 pm

Expana Managing Editor Jamie Chadwick breaks down the latest developments in the Middle East, where renewed military exchanges between the US and the IRGC have sent oil prices surging after a brief window of optimism earlier this week. Reports of a potential framework to partially reopen the Strait of Hormuz had briefly pushed prices lower, but the mood has shifted fast. With the strait still partially restricted and military activity increasing, global markets are on edge. We also cover the latest US consumer confidence data for May, where chief economist Dana Peterson of the Conference Board flagged rising mentions of prices, oil, gas, war, and geopolitics for a second consecutive month, pointing to growing concern about the inflationary knock-on effects hitting household budgets. For food and agriculture procurement teams, these are not abstract headlines. Shipping disruption through the Gulf has direct implications for input costs, supply chain planning, and forward price visibility. Stick with Expana for continued updates on how geopolitical developments are reshaping commodity markets and food supply chains. Visit expanamarkets.com to learn more. #StraitOfHormuz #OilPrices #CommodityMarkets #FoodIndustry #SupplyChain #Geopolitics #AgriFood #ProcurementStrategy #Expana #MiddleEast 1:46 Expana Middle East Update: Oil Prices Surge as US IRGC Strikes Resume and Talks Stall

Expana Middle East Update: Oil Prices Surge as US IRGC Strikes Resume and Talks Stall

May 28, 2026 6:50 pm

This week, Expana Managing Editor Simon Duke covers the latest developments in the Middle East conflict and the related effects hitting commodity markets worldwide. In this episode: -Why Trump's visit to Beijing ended without a breakthrough on Iran, and what that means for the Strait of Hormuz -The IEA's stark warning on commercial oil inventory levels -The European Commission's emergency response to surging fertilizer costs hitting farmers across the continent -Exclusive insight from senior leaders at dsm-firmenich Animal Nutrition and Health, EW Nutrition, and Alltec on how the feed additive sector is navigating the disruption The message from industry insiders is one of cautious optimism, but with a clear-eyed view that any normalization will take time, and that a prolonged disruption would reshape how the industry thinks about cost, security, and supply chain strategy for years to come. Visit expanamarkets.com for our full coverage of the Middle East conflict and its impact on global commodity markets. Subscribe for weekly market roundups every Wednesday. #Expana #CommodityMarkets #StraitOfHormuz #SupplyChain #agrifood #FeedAdditives #Fertilizer #Energy #MarketIntelligence #WeeklyRoundup 3:38 Expana Weekly Roundup Strait of Hormuz Crisis, Oil Inventories, EU Fertilizer Emergency & What Feed

Expana Weekly Roundup Strait of Hormuz Crisis, Oil Inventories, EU Fertilizer Emergency & What Feed

May 20, 2026 7:06 pm

Methionine has rallied sharply, with prices breaking out to a multi-year high and underscoring just how sensitive the global feed additives complex remains to supply-side disruption. In her latest Expana market briefing, analyst Lydia Ma walks through what's behind the spike: - Maintenance and unscheduled shutdowns have tightened availability across key Asian production hubs. - Restocking activity is meeting a thinner spot market, amplifying the price reaction. - Concentrated global supply means single-plant events continue to move the market. - Softer livestock margins in parts of the West are tempering but not removing end-user demand. According to market participants, sentiment leans cautious as buyers weigh restocking against affordability. The forward-looking views in this discussion belong to those market participants Expana shares this content for discursive purposes only and does not hold a forward view on price. Explore Expana's coverage of methionine and the wider feed additives space at https://www.expanamarkets.com/markets/feed-additives/ 1:21 Mini Bulletin: Methionine Price Spike

Mini Bulletin: Methionine Price Spike

May 18, 2026 8:27 am

More than 10 weeks after the Middle East conflict began, global oil inventories are draining at a record pace. In this report, Expana Managing Editor Jamie Chadwick breaks down the latest from the IEA, the impact on shipping giants like Hapag-Lloyd, President Trump's proposed federal gas tax holiday, rising producer prices, and what surprisingly resilient US retail sales might signal for the months ahead. Stay informed on how global energy and trade disruptions are shaping agrifood supply and demand fundamentals. Visit expanamarkets.com to learn more. 2:24 Expana Breaking News: Oil Supply, Strait of Hormuz Disruptions, Gas Tax Holiday & What It Means

Expana Breaking News: Oil Supply, Strait of Hormuz Disruptions, Gas Tax Holiday & What It Means

May 14, 2026 7:59 pm

This week's roundup covers a fast-moving situation at the Strait of Hormuz, a major food conglomerate on the brink, and what the ongoing conflict is doing to food demand across the Gulf region. Managing Editor Simon Duke breaks down what Trump's decision to halt the military escort operation actually means for shipping, why stranded vessels aren't celebrating just yet, and what a potential US-Iran deal could look like. Plus, a major Dubai-based food group with nearly £1.5 billion in debt is heading toward provisional liquidation, and Dairy Queen's franchisees in the region are putting expansion plans on hold. 📍 Full coverage at expanamarkets.com #MiddleEast #StraitOfHormuz #Commodities #FoodSupplyChain #GlobalTrade #Expana #MarketIntelligence 3:06 Expana Agrifood News: Trump Halts Hormuz Ops, IFCO Faces Collapse, Gulf Food Markets Under Pressure

Expana Agrifood News: Trump Halts Hormuz Ops, IFCO Faces Collapse, Gulf Food Markets Under Pressure

May 6, 2026 5:29 pm

Two months in, and the Middle East conflict is nowhere close to resolved. Managing Editor Jamie Chadwick breaks down what's actually happening at the Strait of Hormuz, why shipping companies still won't go near it, and what the ripple effects mean for oil, fertilizer, and food prices worldwide. The ceasefire exists on paper. Markets aren't buying it. 📍 For ongoing coverage and market-specific analysis, visit expanamarkets.com #MiddleEast #StraitOfHormuz #Commodities #GlobalTrade #OilMarkets #SupplyChain #Expana 2:06 Expana Weekly Update: The Food Price Warning Hidden Inside the Hormuz Crisis

Expana Weekly Update: The Food Price Warning Hidden Inside the Hormuz Crisis

April 29, 2026 8:08 pm

From seafood supply chains to plastic packaging and air freight costs, the pressures of the Middle East conflict are starting to show up in the global food and beverage industry in a big way. In this week's Wednesday Roundup, Expana Managing Editor Simon Duke breaks down what major players like Tesco, PepsiCo, and Associated British Foods are saying about cost pressures, inflation risks, and supply chain uncertainty, and what it means for the months ahead. 📊 Stay ahead of the market: https://expanamarkets.com #FoodIndustry #SupplyChain #MiddleEast #FoodAndBeverage #Commodities #Expana 2:37 Expana Middle East Conflict Breaking News How It's Hitting Global Food & Beverage Companies Hard

Expana Middle East Conflict Breaking News How It's Hitting Global Food & Beverage Companies Hard

April 22, 2026 7:43 pm

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