Research Briefing
Our baseline forecast is for world food commodity prices to register an annual decline this year, in aggregate, reducing pressure...
Energy and commodities
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Displaying 1 to 20 of 292 results
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...
Research Briefing
Reaching net zero carbon emissions by 2050 would likely have a larger impact on economic activity initially in ASEAN5 countries...
Consulting Report
In partnership with Siemens, Oxford Economics surveyed 100 decision-makers from electric utilities in North America to gain insight into how...
Research Briefing
We have identified five key challenges Africa faces in transitioning to renewable energy at the scale needed to combat climate...
Research Briefing
We expect another year of industrial metal price weakness in 2024 and are generally below consensus. Metal demand will remain...
Consulting Report
The supply chain disruptions triggered by the coronavirus pandemic, the blockade of the Suez Canal, and Russia's invasion of Ukraine...
Research Briefing
2023 has been a turbulent year for global industry, with growth on track to come in lower than any other...
Research Briefing
Much of the recent industrial underperformance in advanced economies is consistent with a slowdown triggered by the monetary policy shock...
Consulting Report
Demand for silver as an industrial metal is set to shine over the coming decade. It has been given an...
