Energy transition to fuel robust demand growth for copper
We expect a synchronised recovery in copper demand from both China and other economies next year. Energy transition-related copper demand is set to…
Commodities Outlook 2021: Let the good times roll
The coronavirus crisis wreaked havoc across the commodities complex in 2020. However, we're already seeing a remarkable recovery which began in the…
Will iron ore be able to sustain its gains?
The short term bull case of supply tightness, coupled with strong Chinese demand, has pushed iron ore prices to multi-year highs, which may continue into…
China has increased agricultural imports this year for several reasons, and it appears as though these strong purchases are set to continue into 2021,…
The increase in buying we have seen from China, along with the strength in soybean prices means that we are likely to see soybean area continue to grow in…
The worst is behind us for liquified natural gas markets
Upside for coal, but it's likely to be limited
The re-balancing act in the aluminium market
THINK Ahead: Deal done, hikes axed? Not exactly
Italian inflation inches up in May on rising energy pressures
Watch: Why a Bank of England rate hike in July is still on the table
Gold's cyclical bull run isn't over just yet
A slow grind higher for refined products
