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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