全球行业：能源中断的二阶影响-Global Sector Analyst_ Energy disruption_ second-order consequences

13 March 2026 Eliot Camplisson* Co-Head GIR Asia-Pacific & Global Equity Research The Hongkong and Shanghai Banking Corporation Limited eliot.camplisson@hsbc.com.hk +852 2822 1622 Global Sector Analyst Energy disruption: second-order consequences As the Middle East conflict continues, the next-order effects have begun to form. Our global equity teams look across their coverage, identifying key areas to watch and the stocks that would be most and least impacted by a prolonged conflict. As oil & gas prices ha ...