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Macroeconomics, risk and global trends reports
Colombia's peace deal finds its footing
While the referendum in support of a peace accord with the Revolutionary Armed Forces of Colombia(FARC) failed in October, President Juan Manuel Sa...
Commodity Analytics Briefing: Tougher control on pollution in Beijing and nearby regions
On 29 March 2016 (Wednesday), our China research team hosted a Commodity Analytics Briefing which includes below topics: Coal to gas/power switchin...
A Post-Fidel Cuba
Fidel Castro’s death on 25 November will change little in the near term for business in Cuba. Over the years, the government has moved forward with...
Energy view to 2035: the energy transition takes hold, what's next for commodities?
The term ‘energy transition’ is perhaps overused, but it does serve to describe the themes, trends and forecasts summarised in the 2018 edition of ...
Six themes that will shape the global oil market to 2035
Within this insight we explore the following themes: (1) US tight oil – how big and at what cost? (2) Tight oil vs deepwater: costs for conventiona...
Transport in transition: the role of fuel efficiency
Improvements in vehicle fuel efficiency are a key driver of oil demand destruction to 2030. Standards for light vehicles span multiple countries an...
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