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16 November 2016

Mexico braces for economic fallout of a Trump presidency

Insight

Mexico braces for economic fallout of a Trump presidency

The Mexican economy would bear the full brunt of the incoming Donald Trump administration should the new US president act on campaign promises to t...

06 June 2017

Six themes that will shape the global oil market to 2035

Insight

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...

25 October 2016

Trucks and high temperatures: what the rise of the US South means for commodity demand

Insight

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....

16 July 2015

Tianjin economic outlook: H1 2015

Commodity Market Report

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...

15 September 2017

Potential trade implications of a North Korean conflict

Insight

Potential trade implications of a North Korean conflict

Tension surrounding North Korea has continued to build. The situation in the region has the potential to play out in numerous different scenarios. ...

19 September 2016

Q3 2016 China construction outlook: More room for growth?

Insight

Q3 2016 China construction outlook: More room for growth?

China's construction sector is paramount in metals demand, accounting for 20% of global steel demand, 14% of global aluminum demand, and 11% of glo...

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