Shockwaves from the Gulf

In this week’s Charts of the Week, we present six charts that illustrate some of the key issues, implications and points to watch, from the flare up of geopolitical instability in the Middle East. These include:

• Movements in geopolitical risk
• Shipping activity through the Strait of Hormuz
• Energy prices
• Global shipping costs and supply chain pressures
• Inflation surprises and oil
• The structure of global electricity generation