with Diego Cacciapuoti, Stephen Hare and Toby Whittington
December 15, 2023
Energy and metal markets have experienced a sharp reversal in prices this year, as we expected, diminishing the Super cycle thesis of our competitors. In this webinar, we examine the key themes affecting commodity markets in 2024 as the energy transition gathers pace and discuss our leading calls for prices in the year ahead. Overall, we expect another year of price weakness as we forecast the global economy to grow at its slowest pace since the global financial crisis, excluding the pandemic. We also anticipate supply to improve across commodity markets next year, which will further weigh on prices.