A global power struggle

Russia-Ukraine crisis to reshape supply chains, flatten world trade

The improvement in global supply chains has ended before it ever really began. The war in Ukraine will bring longer-lasting disruption and the trade…

Europe would face a desperate scramble to replace Russian gas

Europe’s dependency on Russian energy has been a longstanding concern within the region, particularly for natural gas. These worries have only…

Is REPowerEU too focused on renewables as a way to cut out Russian gas?

The European Commission has rolled out its plan to reduce gas dependence on Russia. Renewables get too much attention considering their limited potential…

The credit reaction to the Ukraine-Russia crisis

The Russian invasion of Ukraine is severely impacting many markets. Here, we look at the cross-credit reaction to the crisis, we identify the implications…

Concerns that cryptocurrencies are a sanctions-busting tool seem exaggerated,…

Crypto providers have to apply the global sanctions regime against Russia like any other business. We don’t see cryptocurrency as a major sanction…

What China's 'Two Sessions' mean for the climate and commodities

China's biggest political event of the year, the 'Two Sessions', highlighted the need to enhance energy security - a new priority that will…

Russia-Ukraine conflict: What it means for grain and oilseed markets

The sad events we are seeing in Ukraine have brought the issue of food security to centre stage. Disruptions to supply chains along with self-sanctioning…

US inflation at a 40-year high and the only way is up

Consumer price inflation hit a new 40 year high and will soon get close to 9% as businesses' surging commodity and labour costs get passed onto…