Climate Economics Update EU tariffs still not weighing on China's EV exports Following a record high in August, our proprietary measure of China’s green export volumes edged down in September. Meanwhile, China’s exports of EVs to Europe surged despite the recent EU tariffs... 22nd October 2024 · 2 mins read
Commodities Outlook Soft demand + extra supply ⇒ lower prices We expect most commodity prices to fall next year and our forecasts are generally below consensus. The biggest upside risk to our energy price forecasts stems from the potential for an escalation in... 24th September 2024 · 24 mins read
Commodities Update Recycling’s role in securing critical minerals and metals China’s announcement last week that it would curb exports of antimony, a critical mineral, was another example of global fracturing unfolding in the commodities arena. Recycling offers an obvious way... 21st August 2024 · 3 mins read
Commodities Outlook Commodity prices to fall back We forecast most commodities prices to fall next year – despite falling interest rates and faster global GDP growth – as numerous supply constraints ease and a crunch in Chinese construction begins to... 27th June 2024 · 21 mins read
Industrial Metals Focus How metals-hungry will the green transition be? The metals-intensive nature of green technologies will add to demand for a host of industrial and battery metals, with green demand for copper and aluminium likely to grow twice as quickly as... 23rd May 2024 · 17 mins read
Commodities Update Your latest commodities questions answered We held an online Drop-In session last week to discuss geopolitical risk and the commodities price outlook. This Update answers several of the questions that we received. 10th May 2024 · 7 mins read
Latin America Economics Focus Will Chile seize the green transition opportunity? Chile is frequently identified as one of the main beneficiaries of global efforts to put economies on a greener footing, but we doubt that the country will reap the full benefits of this trend. Chile... 6th February 2024 · 21 mins read
Metals Focus Introducing our lithium price forecast We forecast that global lithium demand will roughly double by 2025 (from 2022). But supply will increase at a slower pace, which is why we forecast that prices will rise. In this Metals Focus, we set... 31st January 2024 · 11 mins read
