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Market Impact: 0.6

Carlyle's Currie Warns Against Oil and Gas Hoarding

Geopolitics & WarEnergy Markets & PricesCommodities & Raw MaterialsTrade Policy & Supply ChainTransportation & LogisticsInvestor Sentiment & PositioningAnalyst Insights

Jeff Currie of Carlyle Energy Pathways says the Iran war is already disrupting the entire global energy supply chain and that the damage will take months to unwind; he warned market participants to 'keep the hoarding down.' Expect sustained upward pressure on energy and commodity prices and elevated volatility across transport, logistics and related markets.

Analysis

Jeff Currie of Carlyle Energy Pathways says the Iran war is already disrupting the entire global energy supply chain and that the damage will take months to unwind; he warned market participants to 'keep the hoarding down.' Expect sustained upward pressure on energy and commodity prices and elevated volatility across transport, logistics and related markets.

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Market Sentiment

Overall Sentiment

mildly negative

Sentiment Score

-0.35