Essentially, we experienced an initial wave of energy price increases in March and April this year, and then some optimism after the United States and Iran signed the Memorandum of Understanding on 17 June to bring the conflict to an end. Indeed. We are now seeing a second wave of price increases, not just for oil but also for gas. That’s why we indicated on 10 September that we expect the energy shock to last longer than we had anticipated in March. At the time, markets expected the peak of the energy shock to come around June, followed by a recovery in the second half of the year. Although there was a temporary recovery over the summer, geopolitical risks now appear to be elevated again.
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