China's economic policies for 2022 - Stability is the key
China held an important meeting last week, setting the direction for economic policy in 2022. Stability is the key. This reminds us of the policy…
Back to surplus for oil
Oil has had a strong year as recovering demand and cautious output policy from OPEC+ have ensured inventories continued to decline through the year. Both…
A mixed bag for refined products
Refined products have had a strong year due to recovering demand and falling inventories. We expect that refinery margins will trend higher over 2022 as…
The natural gas market has been the star performer within the commodities complex, particularly spot Asian LNG and European natural gas. Inventories in…
The primary nickel market could swing back to surplus in 2022, but a structural deficit in the Class 1 market may remain sticky. This, compounded with low…
Gold markets are looking exhausted
Iron ore market to continue rebalancing
Wheat tightness to ease
Watch: Surging fuel prices and the new eurozone split
Italian inflation inches up in May on rising energy pressures
THINK Ahead: Deal done, hikes axed? Not exactly
Coffee volatility to linger
Our three calls for commodities in 2022
European banks: Let’s talk bank resolution
