Updated
Updated · OilPrice.com · Sep 22
Eurozone Inflation to Reach 2% by Mid-2027 as Energy Prices Keep Pressure Elevated
Updated
Updated · OilPrice.com · Sep 22

Eurozone Inflation to Reach 2% by Mid-2027 as Energy Prices Keep Pressure Elevated

3 articles · Updated · OilPrice.com · Sep 22

Summary

  • Philip Lane said eurozone inflation will recede toward the ECB’s 2% target only from mid-2027, as a second wave of oil and gas price increases makes inflation more persistent.
  • Lane said the pass-through from energy into broader prices has been limited since February, but he expects later spillovers into food, electricity and goods, while services inflation should stay relatively contained.
  • EU retail fuel prices are already at record highs, with gasoline up 29% and diesel up 40% on a weighted-average basis since February, intensifying concern across eurozone economies.
  • August energy inflation in the eurozone hit 14.3%, and ECB expectations for diesel prices to peak by October could prove too optimistic if supply tightens further or the U.S. restricts fuel exports.

Insights

Will record-breaking energy costs force the ECB to abandon its 2% inflation target entirely by 2027?
Are broad government price caps actually fueling the very inflation crisis the European Central Bank is trying to stop?
Could a looming US diesel export ban trigger a global supply crisis that sends European food prices skyrocketing?