Outlook

A2 Milk Slashes Its Earnings Outlook as Middle East Conflict Drives Freight Costs Higher

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A2 Milk Slashes Its Earnings Outlook as Middle East Conflict Drives Freight Costs Higher

When a conflict thousands of kilometres from New Zealand starts showing up in an infant formula company’s freight bill, it is a reminder of how quickly geopolitical disruption converts into margin damage. For A2 Milk, the Middle East conflict has moved from background macro risk to a confirmed line item in a downgraded earnings forecast. … Read more

Goldman Lifts Oil Outlook to $95 a Barrel as Global Supply Deficit Hits Record Levels

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Goldman Lifts Oil Outlook to $95 a Barrel as Global Supply Deficit Hits Record Levels

Record inventory draws of up to 12 million barrels per day in a single month would be extraordinary under any circumstances. When Goldman Sachs attaches that figure to April 2026, it reframes the entire supply conversation for energy investors across the Gulf and beyond. The investment bank has raised its fourth-quarter oil price forecasts, now … Read more