Emily Crowley
speaker
135 appearances
2 recordings
1 series
first heard May 2026
last heard 20 Jun
Emily Crowley’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 2 in all, peaking in Jun 2026 with 1.
Appearances
And again, what's really driving this is a lot of those purchases went directly into inventories, not consumption.
As those inventories rebuild, the spot market is stabilizing and some of that pressure is coming off.
So make sure that especially in these times of volatility, we're not just m latching on to the peak prices because conditions are starting to show improvements.
And then just looking at the bifurcated market that we're seeing as far as the demand environment, two things I wanna h highlight is number one, we are starting to see this weakness hit on the consumer sentiment side, which is incredibly important.
Consumers are not feeling confident about the economy, which does indicate potentially a pullback in spending.
On the other hand, on the other side of this is very much a US story, but the supply chain is global, is the surge in AI related investment.
So if we look at global GDP growth excluding
kind of the information processing equipment and software, which is where we're seeing most of the AI activity get picked up.
That's up about
compared to twenty twenty two, if we look at that information processing equipment and software, it's up almost forty five percent.
So this is a significant driver of growth.
It's not just going to be limited limited to the computer equipment that goes into data centers, but also on the infrastructure.
And Max will talk about how some of this AI investment is starting to crowd out some traditional demand sectors as well.
So for some of the key takeaways, again, the oil shock is really driving inflation across regions.
The Middle East conflict and the Strait of Hermuz disruption has pushed Brent into close to triple digits and has lifted inflation and lower GDP globally.
Demand fundamentals are weakening before the f supply shock fully transmits.
That said, essentially given the nature of D sub de risking, we don't expect to see a massive in like demand weakening.
We can leverage that to lower prices just because we are seeing a premium being put on risk mitigation rather than low price and sh and locking in lower prices.
So
There's not as much flexibility and supply chains are tightening essentially to keep those prices elevated or at least neutral rather than being able to capture any sort of cost savings, at least until we see some improvements of traffic through the Strait of Hermoons.
Showing 101–120 of 135 · page 6 of 7
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