Research Briefing
We have substantially upgraded our oil price forecasts, expecting Brent to average $114 per barrel in Q2.
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Research Briefing
If global oil prices averaged around $140 per barrel (pb) for two months, it would be enough to push parts...
Research Briefing
The oil market is well placed to manage the impact from Iran. We now assume oil supply is disrupted by...
In this blog, we discuss the implications of the US–Venezuela conflict for both countries’ economies, as well as for global...
Research Briefing
Even under our strong upside scenarios for oil and migrant return, Venezuela's GDP returns to just 50% below the 2013...
Research Briefing
We assess the implications and risks for our commodity price forecasts against the backdrop of a 'fragile' ceasefire in the...
Looking into the next 12 months, we see a more nuanced outlook for commodities market. Here are the five key...
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 upgraded our natural gas price forecasts in the US and Europe due to greater demand from air conditioning over...
Research Briefing
Our business cycle indicator shows the economy hit a rough patch at the start of the year but there is...
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
The Gulf Cooperation Council (GCC) region will expand less than we initially thought this year, but growth will improve in...
Research Briefing
Our latest scenario analysis suggests that the global economy would falter in the event of an escalation of the Israel-Hamas...
Research Briefing
Canada's early-season wildfires have caused massive destruction and dislocation in their paths – we estimate they have already reduced GDP...
Research Briefing
Air transport is, for good reason, considered one of the hardest to decarbonise sectors of the economy. While there have...
Research Briefing
The impact of policies to address climate change in Canada cannot be discussed only in national terms; there will be...
Research Briefing
The 2023 outlook for the Gulf Cooperation Council (GCC) region will not compare to this year's spectacular expansion. That said,...
Research Briefing
Swings in oil prices pack less of an economic punch than in the past but sudden increases can still be...
Research Briefing
The G7 and the European Union (EU) hope to keep Russian oil exports on the market and prevent global oil...
