Research Briefing
Fertiliser prices are set to rise significantly, impacting farmers globally, especially in developing countries. Discover the full implications for agriculture.
Commodities
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More than two-thirds of commodities are expected to record price increases in 2026 as a result of the Iran war...
Why are Easter eggs so expensive? Rising cocoa prices, supply shortages, and the Iran war are pushing chocolate prices higher,...
Research Briefing
We have substantially upgraded our oil price forecasts, expecting Brent to average $114 per barrel in Q2.
Research Briefing
Rising oil and gas prices expose economies to shocks. Could expanding renewable energy be the key to stability?
Research Briefing
If global oil prices averaged around $140 per barrel (pb) for two months, it would be enough to push parts...
Research Briefing
Commodity markets move fast, but traditional tracking misses the signals. Monthly forecasts uncover momentum and turning points. Discover the real...
Research Briefing
Metals are expected to outperform in 2026, while energy and agricultural commodities are set to weaken on average.
A gold medal at the 2026 Winter Olympics is estimated to be worth around US$1,938, almost three times its value...
In this blog, we discuss the implications of the US–Venezuela conflict for both countries’ economies, as well as for global...
Research Briefing
In this report, we outline five key themes that will shape the global commodity landscape in 2026.
Looking ahead, we anticipate a modest contraction in 2026 for aggregate commodity prices, with US natural gas and precious metals...
Research Briefing
Industrial strategy, not scarcity, has become the new source of commodity price turbulence.
Research Briefing
The new rare-earth controls from Beijing mark a pivot from raw material oversight to technological leverage.
Forecasting the cotton market goes beyond understanding traditional agricultural metrics and into issues such as trade, energy and global economic...
Research Briefing
Cotton prices are forecast to remain weak in 2024 due to strong global supply and sluggish demand, weighed down by...
As demand grows for critical minerals like cobalt, copper, and lithium, African nations are navigating opportunities and risks—from boosting local...
Research Briefing
Most commodity price forecasts are cut due to tariffs except for gold and battery metals, which show resilience amid global...
Research Briefing
We assess the implications and risks for our commodity price forecasts against the backdrop of a 'fragile' ceasefire in the...
Research Briefing
A blanket 25% tariff on Canadian imports to the US could have a significant impact on commodity prices, squeeze profit...
