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Insight

China’s northeast region has been struggling from a slowdown in its economy, a shrinking population and a decline in consumption. Similarly, the po...

Insight

2017 saw a slowdown in India's demand growth for oil products and imported LNG compared with recent years. This was a result of demonetisation in l...

Insight

The recent meeting between Xi and Biden offers limited upside for China’s challenging position in deglobalisation. China needs to nurture the marke...

Insight

As we entered the winter heating season in November, more evidence emerged to support our view that moderate gas demand will reduce the threat of w...

Insight

The energy transition and green sectors are driving demand for copper. However, if the metal's supply chain fails to decarbonise, copper’s position...

Commodity Market Report

The direct impact to the US economy and power markets from the coronavirus has become increasingly dramatic over the past month, and we project sig...

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