Research Briefing
Cotton prices are forecast to remain weak in 2024 due to strong global supply and sluggish demand, weighed down by...
Research Briefing
Cotton prices are forecast to remain weak in 2024 due to strong global supply and sluggish demand, weighed down by...
Surging crude oil price from Iran-Israel conflict puts global GDP at risk. Is the world economy on the edge of...
Consulting Report
Fragmented carbon markets and the risk of carbon leakage are jeopardizing progress toward global net-zero targets. A major challenge lies...
In this webinar, we check in with our key calls from the start of the year and assess the ongoing...
Consulting Report
Consulting Report Chevron’s impact in West Contra Costa County You might be interested in
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 North American trade war unfolded in dramatic fashion this week.
The industrial outlook for the Asia-Pacific region this year will be mired by tariff barriers, trade uncertainties and structural economic...
The new US administration’s policies have created significant uncertainty, increasing volatility in commodity markets. In this webinar, we explore the...
Research Briefing
Despite the recent uptick in wholesale electricity prices, we expect to see industrial electricity prices in Europe fall slightly through...
Research Briefing
Donald Trump's withdrawal from the Paris Agreement is a symbolic step back from global climate cooperation. However, we don't think...
Research Briefing
A blanket 25% tariff on Canadian imports to the US could have a significant impact on commodity prices, squeeze profit...
This webinar will present the US industrial outlook. Our latest forecasts are heavily influenced by assumptions regarding the incoming administration's...
Research Briefing
President Donald Trump signed a slew of executive orders related to immigration, trade, and the federal government workplace, but these...
Research Briefing
The commodity markets are poised for significant shifts influenced by geopolitical developments, economic policies and global demand dynamics in 2025.
Consulting Report
Urenco provides uranium enrichment services and fuel cycle products for nuclear power generation. Operating in a pivotal area of the...
Research Briefing
We think the impact of the stimulus announced by China on the prices of commodities exported by Africa will be...
Research Briefing
Oxford Economics' new proprietary business cycle indicator shows that real US construction spending is firmly in a decelerating growth phase.
Looking into the next 12 months, we see a more nuanced outlook for commodities market. Here are the five key...