Latest / The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
The Real Cost of War on Global Oil Markets
With crude prices hovering near one hundred five dollars a barrel and the ten-year yield hitting a nineteen-year high, we examine how geopolitical friction is reshaping energy economics. We look at the Congressional Budget Office’s finding that recent conflict has cost two hundred forty-six million dollars daily, and what that supply shock means for inflation expectations in September 2026. Lucas and Luna break down why oil is defying the broader market cooling trend and what it signals for corporate margins heading into the fourth quarter.
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