The Iran conflict is increasingly weighing on the global consumer. Rising energy and commodity prices, tighter financial conditions, and growing...
Commodity Demand
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Research Briefing
Our forecasts for neodymium, praseodymium, dysprosium, and terbium indicate a steady but uneven rise in prices through 2035.
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
We assess the implications and risks for our commodity price forecasts against the backdrop of a 'fragile' ceasefire in the...
Research Briefing
Inflation has fallen sharply in advanced economies over the past year, and we expect central banks to start cutting interest...
Research Briefing
We believe Indonesia's strategy to move up the electric vehicle supply chain by restricting its mineral exports and inviting more investment should pay dividends for growth.
