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Emirates NBD International
But the impact on markets may fall far short of what is intended.
Conditions still appear tight despite OPEC commentary
Gold is failing to live up to haven status amid broad selling in markets.
Supply risks are increasing, setting the scene for volatile oil prices ahead.
Gold will struggle in 2022
OPEC to set policy amid geopolitical crisis
Oil at 100: No.
Geopolitical risks supporting oil
Oil markets look past OPEC for now
Covid-19 restrictions in China are limiting demand but supply risks are acute.
The Middle East and North Africa are highly reliant on agriculture imports from Ukraine and Russia.
Carbon markets should help on journey to meet net-zero ambitions.
A drawdown on inventories ahead of a pending structural deficit in markets may backfire.
The threat of a considerable slowdown in the US and global economy appears acute.
EM bonds get reprieve amid lower UST yields
OPEC and allies to focus on demand risks
Key commodity markets at risk from crisis in Eastern Europe
Recession risk will limit how far Fed can go
Federal Reserve pushes back against inflation
The alliance of producers will look askance at geopolitics affecting the oil market.
Energy, metals and agriculture all need to establish geopolitical risk premiums.
Assumptions about security of cheap and reliable sources of energy need to be changed dramatically.
We expect an agreement for another moderate production increase.
A flight to safety in the near term but we still expect that the Fed will hike at its March meeting.
MARKETS, FIXED INCOME
Russia is a major producer across energy, metals and agricultural commodities.
We are revising our outlook for prices higher in 2022 but still expect them to ease before the end of the year.
Anxiety over supply disruptions from a geopolitical crisis are balancing against higher output from OPEC and its partners.
OPEC and its partners will likely approve plans to keep increasing production.
Higher rates and a strong dollar will push back against gold this year.
Demand should be robust enough to absorb additional barrels
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