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Purpose

This paper investigates the influence of energy and food prices on bank performance during the crisis period from 2015 to 2021.

Design/methodology/approach

Using World Bank financial development data, we examine the impact of commodity prices on the performance of banks in 112 countries. The study employs a fixed effects model, following the methodology established by Driscoll and Kraay (1998), to estimate the standard error coefficients. Similarly, robust analysis is conducted using the Generalised Method of Moments (GMM).

Findings

The results enhance the Structure-Conduct-Performance paradigm by examining the impact of macroeconomic shocks and reveal that bank performance deteriorates due to the effects of energy and food prices, particularly during a crisis. Meanwhile, bank concentration affects the market structure in which the banking business operates, hindering new entrants from implementing a comprehensive pricing policy. Banks’ assets and financial stability continue to impact banking performance. Conversely, regulators should act swiftly to mitigate the impact of food and energy price instability.

Originality/value

The study provides new evidence regarding the Structure-Conduct-Performance paradigm, utilising food and energy prices to examine the impact of the crisis period on banks' performance.

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