Unstoppable price?

Since the beginning of the year, various commodities, from non-ferrous metals to crude oil, have experienced price increases in succession. The reasons behind this are that the situation in the Middle East is more complicated than expected, and AI, represented by “lobster,” is on the rise. Although these two types of momentum seem to be unrelated, they both point to an increase in inflation expectations. Is this just a short-term shock, or is it a long-term trend?

Can oil prices be stopped?

History shows that when a geopolitical conflict arises during a U.S. midterm election year, high oil prices are bound to increase public dissatisfaction, thereby prompting the government to reverse oil prices before the midterm elections. Given that Trump is facing a rapid decline in poll support, combined with the “World Cup” in June and the 250th anniversary of American independence in July, the strong time constraint may urge him to act more quickly.

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