Energy & precious metals
Oil Exports Are Back to Prewar Levels. Why Aren't Oil Prices?
Gulf crude export volumes have recovered, but transport routes, costs and risk premiums have not. The export system remains central to the outlook for oil prices.
Oil markets
Research topic · Footnote Reader
Energy & precious metals
Why Diesel Prices Reached a Record High
Diesel has hit a nominal price record even though crude oil has not. High refining premiums, near-full refinery utilisation, thin inventories, and limited overseas supplies help explain the divergence—and the resulting pressure on freight costs and goods prices.
Monetary policy
When Will Monetary Tightening End? Inflation Alone Does Not Hold the Answer
Forecasts for the end of tightening diverge as policy credibility, election timing and energy supply shocks interact. Prolonged high rates change borrowing costs, rather than providing a simple trading signal.
Monetary policy
If Central Banks Raise Rates Together, What Does It Achieve?
An energy shock is pushing central banks towards tighter policy. Simultaneous increases do not cancel out risk: they raise refinancing costs, while long-term yields also reflect supply, term premia and geopolitical risks.
Energy & precious metals
Oil Near $100: Which Economy Would Feel the Strain First?
With oil approaching $100, vulnerability depends on both energy buffers and the ability to pay for imports. Ample reserves cannot eliminate the cost of expensive energy.
Energy & precious metals
Global Oil’s Plan B: Who Pays for Bypassing Hormuz?
Break down the freight, insurance and time costs of detours, and trace how those costs reach cargo owners and consumers.
Energy & precious metals
Beyond Hormuz: Global Oil’s Plan B
Alternative pipelines can preserve deliveries, but detour costs, other chokepoints and capacity gaps remain.
Energy & precious metals
Crude Oil Rises 10%—Why Do Supermarket Prices Rise Only 1%?
Energy costs reach consumers through a chain of production, distribution, margins and time lags rather than a one-for-one pass-through.
Energy & precious metals
How Higher Oil Prices Reach Your Household Budget
Oil affects household costs through refining, fuel, transport and retailing, with no fixed pass-through or timetable. Headline and core CPI need to be assessed together.