The Drill is your go-to series for insights on geopolitics, oil, and other commodities, providing valuable analysis of the geopolitical drivers of asset prices, as well as outlooks for industrial metals, energy, and more. In this edition, Mikkel Rosenvold and Oskar Vårdal brace their economic outlook for the impact of renewed war between Israel and Gaza, and a breakdown in peace negotiations between Russia and Ukraine. Written March 18, 2025.
