Register and watch: Global Markets on Edge: The Expanding Impact of Hormuz Disruption
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 hosted a live Intelligence Briefing on March 3, 2026, delivering coordinated, cross-market analysis of this fast-moving situation. Our specialists assessed the impact on crude oil balances, freight flows and geopolitical risk, evaluate knock-on effects across fertilizer, agricultural and food markets, and examined disruption scenarios, including the potential for materially higher prices. We will also identified the key indicators to monitor in the days ahead.
Speakers:
- Andrew Woods, Senior Market Reporter, Expana
- Tom Bundgaard, VP Price Forecasting, Expana
- Tosin Jack, Director of Market Reporting, Expana
- Simon Duke, Managing Editor, Expana
Length:
- 29 minutes
Register and watch: Global Markets on Edge: The Expanding Impact of Hormuz Disruption
