Research Briefing
We upgraded our natural gas price forecasts in the US and Europe due to greater demand from air conditioning over...
Energy and commodities
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Displaying 1 to 20 of 300 results
Research Briefing
In light of the recent consolidation period, we think there is still time to capitalise on the gold price upswing...
Research Briefing
Our proprietary business cycle phase indicator reveals that industrial activity in the advanced economies, which has been in recession for...
Research Briefing
Our conviction that 2023 was the low point for global industrial growth is firming. We expect that value-added industrial growth...
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...
Consulting Report
Oxford Economics were commissioned by British Gas to undertake a social return on investment analysis of the British Gas Energy...
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...
Households have been grappling with sharply higher food bills over the past couple of years because of rocketing agricultural commodity...
Battery metals prices have collapsed in 2023. Oversupplied markets for these metals added to the downward pressure stemming from investors’...
Research Briefing
The strength of the recent gold price rally has defied even our already bullish expectations and we think prices are...
Research Briefing
Download our latest report on the price forecasts for oil, natural gas, iron, steel, base metals, precious metals, battery metals...
Blog
The cause of Easter egg inflation of 50% or more this year is largely explained in the latest paper from...
Research Briefing
China has been accused of dumping stock onto the European market within the automotive, metals and chemicals sectors with 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
Commodity markets have barely reacted to Red Sea attacks, and we think the impact on prices will be minimal. As...
Consulting Report
This report explores the global graphite market, rationales for trade action on Chinese graphite, and the history of Section 301...
We expect that demand for energy transition-related critical minerals will grow significantly in the next decades even in the absence...
