Tariffs and turbulence: How Trump’s trade policies and geopolitical tensions are reshaping commodity markets

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 has worked at Oxford Economics for over 15 years. During her time at the company, she has had responsibility for forecasting commodity prices, including energy and metals and is currently working on developing the Commodity Service’s agricultural commodity offering. In addition, she has had responsibility for forecasting several different industrial sectors including metals and engineering for the Industry Service and is now responsible for forecasting the agriculture sector. Kiran has led several consultancy projects in the Industry Team while at Oxford Economics and continues to manage some of the projects in capital goods sector.

Prior to working at Oxford Economics, Kiran worked at CRU, a metals consultancy, where she contributed to the aluminium demand analysis. Kiran holds an MSc in Economics from Nottingham University and a BA (Hons) from Kingston University.

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 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 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.