Energy markets are entering a new phase of heightened geopolitical risk, with tensions across Russia, Venezuela, and Iran reshaping global supply expectations. Russia's ongoing conflict related pressures, along with uncertainty around export flows and shifting energy alliances, continue to influence global supply dynamics, while Venezuela faces persistent production and policy instability. At the same time, military action in Iran has also underscored the strategic importance of the Strait of Hormuz as a critical chokepoint. Together, these dynamics are amplifying volatility at a time when inflation pressures and policy uncertainty were already challenging the macro environment.
In this webinar, our panel will assess how these geopolitical flashpoints are feeding into global supply risks, U.S. production resilience, and central bank decision making. We will also explore what cross asset signals reveal about market repricing, risk appetite, and the potential paths for inflation and interest rates in an increasingly uncertain landscape.
Key Topics We’ll Explore
- Geopolitical Flashpoints: How developments in Venezuela, Iran and Russia are shaping global oil supply, risk premia, and price stability.
- U.S. Oil Dynamics: What’s happening in Texas fields, and how resilient U.S. output is under current market conditions.
- Central Banks and Energy Markets: How energy markets are shaping inflation expectations, policy decisions, and the broader macro narrative.
- Market Repricing & Rate Expectations: What current probability models and market‑implied signals suggest about the path for central banks.
- Cross‑Asset Market Impact: How energy‑driven shocks flow through FX, rates, commodities, and equity markets.
Secure your spot for this essential macro webinar and stay ahead as the global energy and policy landscape continues to shift.
Webinar information
Date: Thursday, 26 March
Time: 9:00 AM EDT | 1:00 PM GMT | 2:00 PM CET
Location: Online session
Speakers
Elizabeth Kuhr (moderator)
Director, News Content Strategy
LSEG
Helen Belopolsky
Global Head of Geopolitical Research
Deutsche Bank
Amy Bowe
Director, Oil Research
LSEG
Erwan Jacob
Macro Analyst
LSEG
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For more information on how LSEG uses your data, see our Privacy Statement.
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You can adjust your preferences at any time through the preference link in any electronic communication that you receive from us.
