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Macroeconomics, risk and global trends reports
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...
Trucks and high temperatures: what the rise of the US South means for commodity demand
The US South is growing fast. Over the next 20 years, its population will grow more than 28 million, almost as much as the rest of the US combined....
Tianjin economic outlook: H1 2015
In GDP per capita terms, Tianjin has been China’s wealthiest municipality since 2012 and has enjoyed rapid GDP growth in the past decade. The Binha...
Millennials vs Baby Boomers: why US consumption growth will remain stubbornly low
To understand the US consumer you must understand US demographics. Two generations dominate US population – the ‘Baby Boomers’ and the 'Millennials...
Metals and Mining Thought Leadership: How might demand growth and carbon reshape markets?
The energy transition is transforming demand for metals and mined commodities. Expanded supply - including new sources and new technologies - will ...
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