Tag Archives: war

Terror Attack On Paris May Shift The Oil War

Geopolitical developments often have a major impact on oil prices since they can affect oil supply directly and since the threat of future supply disruptions can also build a risk premium into oil prices. As a notable example, in the early part of 2014, conflicts in Libya and Iraq led to temporary outages in their Read more […]

War Risk

Russia and the Ukraine are dominating trading around the world since last Friday. The charts show the losses and rebound in the stock markets and currencies in the Ukraine and Russia.  The bounce back reflects both a seemingly more moderate comment from Russian President Putin on Tuesday morning as well as the markets pausing after Read more […]

Commodities Fall at the Start of Autumn

Hear the impact of the Syrian tension on oil and why the effect on copper might be different than in historical wars. The S&P GSCI® and Dow Jones UBS Commodity Index both fell in September, returning -3.4% and -2.6%, respectively. Some highlights from the S&P GSCI® include: Energy: Despite losing 4.5% on the month, S&P Read more […]