This report monitors the global economic impact of energy shocks by tracking high-frequency transport activity and commodity price trends. It covers flight and vehicle usage, tanker imports, and retail fuel pricing across major global economies.
Key Takeaways
- 1.Global tanker imports continue to drift downwards, with China leveling off below pre-conflict levels and Europe approaching post-conflict lows.
- 2.Brent crude prices rose 9% in the past week, tightening the gap with retail fuel prices.
- 3.Rising jet-fuel, natural gas prices, and container shipping costs indicate building core goods price pressures.
Table of Contents
- Activity tracking
- Prices
- Exposure metrics
- Appendix
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Authors
Nora SzentivanyiMaia CrookArtem Fakhretdinov
Securities
Brent Crude
Themes
Energy VolatilitySupply Chain Inflation
Regions
GlobalEuropeAsia PacificUnited StatesChinaJapan
