Events, Webinars and Podcasts

We run a worldwide programme of insightful conferences, roundtables, webinars and podcasts presented by our economic experts.

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Webinar
Commodities 2023 key themes: Political uncertainty to keep markets volatile

with Kiran Ahmed, Stephen Hare, Toby Whittington and Diego Cacciapuoti | Online | December 16, 2022

Uncertainties around both supply and demand, driven to a large extent by politics rather than economics have been a key feature of commodity markets this year – sanctions on Russia, Moscow’s response and China’s Covid policy, to name but a few. At the same time, central banks are ratcheting up interest rates, depressing demand. We explore the outlook for commodity prices amid this high level of uncertainty and discuss the risks to our baseline.

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Webinar
Raw materials, wages, and the US construction outlook

with Abby Samp, Barbara Denham and Stephen Hare | Online | December 5, 2022

Rising commodity prices, wages, and interest rates are all expected to weigh on the US construction outlook through the course of 2023. Join Stephen Hare, Barbara Denham, and Abby Samp as they discuss these factors impacting US construction, including a look at the sub-national outlook.

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Webinar
Russian gas exports: the past, the present and the future

with Evghenia Sleptsova and Tatiana Orlova | Online | September 8, 2022

Gazprom, which has drastically reduced gas flow via Nord Stream 1, is seeking EU guarantees that the latter won’t impose sanctions. Such promises may not be forthcoming, however, so Gazprom could stop exporting gas via Nord Stream 1 to Europe in the coming weeks. But Russia is stuck with a pipeline system built to supply Europe. Notwithstanding the present gas war, it's in Russia's interest to continue providing Europe with gas while it builds new pipelines to Asia. Therefore, we see the scope of an easing of the gas crisis in the coming months.

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Webinar
Tight supply supports energy, demand concerns weigh on metals

with Kiran Ahmed, Toby Whittington and Stephen Hare | Online | June 17, 2022

With the Russia-Ukraine conflict showing little sign of ending, concerns about supply continue to dominate energy markets – the EU is ratcheting up pressure on Russia, while Russia has in turn cut off gas supply to several countries. The focus in metals markets has shifted towards concerns about demand amid the slowdown in China. In this webinar we explore the impact of these developments on commodity prices and discuss key risks to our forecasts.

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Webinar
Africa’s ability to adapt in a changing landscape

with Jacques Nel and Greg Struyweg | Online | May 31, 2022

Relations between Russia and the West have changed irreversibly. This will have a lasting impact on the global economy. The outlook for a number of commodities has changed fundamentally. Economic structure may be destiny: Algeria received an unexpected reprieve at a moment that otherwise looked threatening, whereas the picture for energy-importing Tunisia is suddenly bleaker than ever. This webinar looks at which African countries have the economic structures to make the best of the situation. We also look at where institutional factors will play either a positive or negative role in this transition - highly centralised and personalised systems, in which popular anger can be focussed narrowly, are more fragile than democratic and liberal ones in which hardship is experienced as impersonal.

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Webinar
Latin America’s winners and losers from the war in Ukraine

with Marcos Casarin and Felipe Camargo | Online | May 20, 2022

As a relevant commodity exporter, Latin America stands to benefit from the generalized increase in prices for raw materials. But the gains will not be uniform across all countries or across all sector of the economy, as the renewed rise in inflation will squeeze consumers' incomes and savings.

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Webinar
Food price inflation could hit Africa the hardest

with Jacques Nel and Petro van Eck | Online | April 26, 2022

Food accounts for a large share of the consumer price basket in a number of African countries. This means that the impact of surging global food prices will be marked. Higher food prices will filter through to consumers and undermine purchasing power. But the impact will extend far beyond headline CPI: calls for subsidies will either be heeded, putting pressure on the fiscus, or disregarded, resulting in social discontent. In this webinar we look at which African countries look set to be hit the hardest and what this means for the fiscus, monetary policy, and political stability.

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Webinar
Ukraine and CEE economies – learning to live with the war and its consequences

with Evghenia Sleptsova and Gabriel Sterne | Online | April 11, 2022

The Ukrainian economy has halved in sized since the Russian invasion. We take stock of the how Ukraine is coping with such unprecedented stress. With exports blocked at sea and sowing season at risk, we also highlight which commodities are of systemic importance globally. We’ll pay particular attention to our analysis of the knock-on effects that underpin our downward revisions to CEE output growth.

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Webinar
Commodities: The Russian invasion and the supply response

with Kiran Ahmed, Stephen Hare and Toby Whittington | Online | March 18, 2022

The Russian invasion of Ukraine has sent commodity prices rocketing, in some cases to all-time record highs. In this webinar we explore the extent to which commodity prices will remain at elevated levels and discuss any potential supply response from outside Russia.

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