As demand grows for critical minerals like cobalt, copper, and lithium, African nations are navigating opportunities and risks—from boosting local...
Commodities
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Displaying 1 to 20 of 88 results
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...
Research Briefing
The commodity markets are poised for significant shifts influenced by geopolitical developments, economic policies and global demand dynamics in 2025.
Research Briefing
We think the impact of the stimulus announced by China on the prices of commodities exported by Africa will be...
Looking into the next 12 months, we see a more nuanced outlook for commodities market. Here are the five key...
Research Briefing
China's economy looks to have entered a marked downturn. Cyclical trends in China are always tricky to assess given the...
Research Briefing
Our analysis suggests that while a Harris presidency, assuming Democratic control of Congress, would have a minor positive impact on...
Research Briefing
Fears of a substantial escalation in the Middle East last week prompted the largest swing in the oil price in...
Research Briefing
We close out our tactical long position on gold that we re-opened in July 2024. Still, we remain bullish on...
We estimate that the value of each gold medal during the 2024 Paris Olympics is approximately US$1,027. The value is...
Research Briefing
We upgraded our natural gas price forecasts in the US and Europe due to greater demand from air conditioning over...
A recent assessment by the World Bank Group identified the Oxford Economics Model as a superior tool for forecasting commodity...
Research Briefing
Overall, we are slightly more bullish on commodity prices across the forecast horizon as we expect higher metal prices than...
Research Briefing
More frequent adverse supply shocks mean eurozone inflation is likely to be more volatile and possibly higher on average in...
Research Briefing
Our baseline forecast is for world food commodity prices to register an annual decline this year, in aggregate, reducing pressure...
Research Briefing
Battery raw materials prices bottomed out last quarter and we think a sustained recovery is looming. Midstream EV battery manufacturing...
Oxford Economics expands Commodity Price Forecasts service to include battery metals, agricultural commodities and plastics.
Battery metals prices have collapsed in 2023. Oversupplied markets for these metals added to the downward pressure stemming from investors’...
