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Gauging The Mideast Supply Shock

Source: SeekingAlpha

2026-03-10 06:30:00 ET

Transcript

The Middle East conflict is causing energy supply disruptions and price shocks with very different regional market effects. It adds to inflation risk and reinforces our long-held view that we are in a world shaped by supply. For now, we see energy supply disruptions lasting weeks - not months - and don’t currently see any reason to push back on current pricing....

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Gauging The Mideast Supply Shock
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