Ali Ahmadi

@aliahmadi.bsky.social

Geoeconomics and Sanctions Policy. Consultant. Executive Fellow Geneva Centre for Security Policy

I still think oil markets are being delusional. These prices basically mean that the market still thinks this war will conclude shortly, with oil infrastructure largely intact, leaving markets to factor in only elevated medium-term risk.

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Within the next 48 hours, we are going to reach near the top of the escalation ladder. All oil/gas export terminals and water desalination facilities in the region could be destroyed, with the timeline for their reconstitution measured in years rather than weeks.

Britain, which is supporting the war, seems most fucked of all by it. - BP advises the gov to prepare for energy rationing. - ING predicts 5% inflation over the year - IMF bailout request being considered.

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