Tariffs and turbulence: how Trump’s trade policies are reshaping commodity markets

Date: 20 June

In this webinar, we check in with our key calls from the start of the year and assess the ongoing impact of Trump’s tariffs on global commodity markets and what’s in store. From energy to metals and agricultural goods, we will break down how recent macroeconomic developments and trade policies have altered pricing dynamics, disrupted supply chains, and influenced investment. We will also explore other key market developments, such as OPEC+ supply increases and the expansion of US LNG export capacity.

Register to Access the Webinar On-Demand: This webinar will be available to watch on-demand via our new platform, ON24. We encourage you to register even if you are unable to attend the live session. All registrants will receive a link to access the recording shortly after the event.

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Stephen Hare

Lead Economist

Stephen Hare

Lead Economist

London, United Kingdom

Stephen is part of the Industry team where he is responsible for the extraction sector forecasts and contributes to the monthly commodity price forecasts for iron and steel. Stephen joined Oxford Economics in January 2018 after completing his MSc in finance and econometrics at Queen Marys University of London.

Kiran Ahmed Bio
Kiran Ahmed

Lead Economist

Kiran Ahmed Bio

Private: Kiran Ahmed

Lead Economist

London, United Kingdom

Kiran joined Oxford Economics as an Economist in August 2007. She works on the Industry and Global Macroeconomic Services as well as on consultancy work. Her work for the Industry Service primarily involves the basic metals and engineering sectors, and for the Global Macroeconomic Service includes forecasts for commodity prices and the several East Asian economies.

Sebastien Tillett

Economist

Sebastien Tillett

Economist

London, United Kingdom

Sebastien joined Oxford Economics in 2023 as a graduate working across freight and transport advisory consulting. His main area of experience is in providing data analysis on projects within the maritime/trade and transport industries.

Prior to working at Oxford Economics, Sebastien had technology roles at AMP and Macquarie Bank before completing a Master of Economics.

Bridget Payne

Head of Energy Forecasting

Bridget Payne

Head of Energy Forecasting

Bridget is Head of Energy Forecasting. She leads the production of oil, gas, coal, and refined fuel forecasts for our Commodities Service and shapes Oxford Economics’ view on energy markets through analysis of key trends and developments.

Bridget joined Oxford Economics from the energy consultancy Flow&Ebb, where she supported corporate and industrial users with energy hedging, procurement, investment, and strategy. Prior to that, she worked in the Victoria State Government Department of Treasury and Finance, focusing on energy and climate policy.

She holds a Master of Development Economics from Victoria University of Wellington and a Bachelor of Business (Economics) from the University of Technology, Sydney.

Jack Reid

Graduate Economist – Scenarios and Macro Modelling

Jack Reid

Graduate Economist – Scenarios and Macro Modelling

Jack Reid is a Graduate Economist in the Macro Scenarios and Modelling team based in London. His current role focuses on energy market research and oil and gas price forecasting. He previously worked for Oxford Economics Australia as part of the Macroeconomic Consulting team. He holds a Master’s degree with distinction from the University of Sydney, where he was a class tutor for Introductory Macroeconomics. Jack has a previous internship at Sydney boutique economic consultancy NineSquared.

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