Digging the Dirt: iran War Special — Metals on Edge: BI Replay

Rewatch the Bloomberg Intelligence Metals & Mining team in a special edition of Digging the Dirt examining the Iran conflict and its implications for metals and energy markets, which took place on Thursday, March 12 at 2 p.m. London / 10 a.m. New York. The team explored how rising energy prices and disruptions to trade flows through the Strait of Hormuz could affect commodity markets, as well as mining, steel and smelting companies — both directly and indirectly — as the situation evolves. The discussion assesses potential winners and losers, from safe-haven gold, aluminum and energy-exposed producers to more vulnerable operators, within the broader context of risk-off flows and heightened macro volatility. The session also outlined possible scenarios for the Strait and the implications for oil prices and related markets.