Conflict, energy and constraints

19/06/2025 5 min Episodio 110
Conflict, energy and constraints

Listen "Conflict, energy and constraints"

Episode Synopsis

Financial markets have been jolted over the past week by a sharp escalation in geopolitical risk. The sudden intensification of hostilities between Israel and Iran—marked by missile strikes and retaliatory air operations—has reignited fears of a broader regional conflict with global consequences. In our charts this week we focus on:

Geopolitical risk
Oil prices and global growth
Global shipping costs
Global oil reserves
Living standards and energy prices
Natural capital