SwissForecastInsights Insights & News Published analysis and news from SwissForecast.2026-08-11 The Industrial Ceiling of the Oil Price — Every oil rally ends where industry stops paying. That point is no longer set in Europe or North America — it is set in Asia and Africa, where non-OECD economies now consume nearly 60 percent of global crude. For construction suppliers, this is the most reliable early indicator of when a cost cycle turns.