Middle East Escalation vs. Supply Deals: Energy Markets on Edge
Monday 12th October 2026
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A fresh escalation of Middle East conflict is overshadowing energy markets after Houthi attacks on Riyadh’s airport, clashing with President Trump's announced US-Russia diesel agreement and reported Russia-Ukraine energy ceasefire. On today’s edition of the NAB Morning Call, Phil Dobbie sits down with NAB’s Skye Masters to unpack the competing market drivers. They analyze the Friday rebound in global equities and lower bond yields, the latest CFTC positioning data showing…
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