WS #14862

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UK inflation has fallen to its lowest level in over a year, potentially easing pressure on the Bank of England and supporting rate-sensitive assets globally. In energy security, Indian refiners have increased LPG output by nearly 20% to meet seasonal demand, relying on steady deliveries from ADNOC despite the broader Strait of Hormuz disruptions. This highlights the adaptive capacity of global energy markets to localized supply shocks.

Macro Inflation and Energy Security

UK inflation has fallen to its lowest level in over a year, potentially easing pressure on the Bank of England and supporting rate-sensitive assets globally. In energy security, Indian refiners have increased LPG output by nearly 20% to meet seasonal demand, relying on steady deliveries from ADNOC despite the broader Strait of Hormuz disruptions. This highlights the adaptive capacity of global energy markets to localized supply shocks.

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