Research Briefing
The commodity markets are poised for significant shifts influenced by geopolitical developments, economic policies and global demand dynamics in 2025.
Commodities
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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’...
Research Briefing
Download our latest report on the price forecasts for oil, natural gas, iron, steel, base metals, precious metals, battery metals...
Research Briefing
The military escalation between Iran and Israel has ratcheted up fears of an expanded Middle East conflict. The threat of...
Research Briefing
Inflation has fallen sharply in advanced economies over the past year, and we expect central banks to start cutting interest...
Research Briefing
Commodity markets have barely reacted to Red Sea attacks, and we think the impact on prices will be minimal. As...
