Mark Dowding warns Europe risks recession if Strait of Hormuz crisis persists

10 articles · Updated · Bloomberg · Apr 27

Mark Dowding of RBC BlueBay says Europe could enter recession within a month if the crisis continues, citing a loss of one billion barrels of oil since the Iran conflict began.
Dowding highlights that the ongoing supply disruption is worsening daily, creating a stagflationary shock that disproportionately affects Europe and Asia compared to the US.
The Strait of Hormuz crisis, driven by the Iran war, threatens global energy markets and could have lasting economic impacts, particularly for regions heavily reliant on oil imports.

The oil shock is clear, but how will the hidden disruption of fertilizers threaten global food security?

Will soaring fossil fuel prices finally trigger an unstoppable global shift toward renewable energy?

With stagflation looming, will this crisis permanently reshape global trade and economic alliances?

Why is Europe uniquely vulnerable to a recession from this crisis compared to the United States?

What is the long-term geopolitical goal of the U.S. military operation in the Persian Gulf?

How are global corporations adapting their supply chains to survive the largest disruption in history?