April 30, 2026 04:38 PM GMT Cross-Asset Brief M Global Idea What Is the Effect on Oil Demand From the Middle East Conflict? Key Debates in Under 5 Minutes – April 2026 Yimin.Huang@morganstanley.com +44 20 7677-2870 Don't have a lot of time? Here are some brief thoughts on a few key cross-asset debates we've had with investors in April on our out-of-consensus calls. 1) What is the effect on oil demand from the Middle East conflict? 3.6-4.3 mb/d of demand destruction 2) What are the implications of the US mid ...