Global Economics

James is an Economist in the Commodities team. Before joining Capital Economics in 2019, James worked at Diageo PLC in the Commodity Price Risk Management function, which involved analysing commodity and macro markets in order to create and execute hedging strategies for global raw material exposures.

James holds a BSc in Economics from the London School of Economics. During his university years, he worked at HSBC Private Bank S.A. as a summer analyst in the UK investments team, as well as at Ofcom as an economist intern in the Chief Economist Team.

Articles published by James O’Rourke

• US stimulus would be more positive for oil than metals
• Global Steel Production (Jan.)
• US Weekly Petroleum Status Report
• Recent price rally to boost aluminium output this year
• Tin’s rally to fizzle out by end-2021
• Demand to be primary driver of lower iron ore price
• Just another spell of volatility for the silver price
• Physical demand to bolster gold prices in 2021
• Global Steel Production (Dec. and 2020)
• Global Aluminium Production (Dec.)
• Agricultural price rally to go into reverse by end-year
• After a stellar 2020, China’s imports to ease back
• Key energy forecasts for 2021
• Energy continues to play catch-up
• US Weekly Petroleum Status Report
• Australian coal exports to hold up, despite tensions
• Australian coal exports to hold up, despite tensions
• OPEC Monthly Oil Market Report (Dec.)
• Reviewing the risks to our 2021 oil price forecast
• Q1 OPEC+ output to be less than headlines suggest
• Metals on a tear, for now
• US Weekly Petroleum Status Report
• OPEC+ to roll over supply cut, despite price rise
• Vaccine to push Brent price to $60 by end-2021
• Vaccine to push Brent price to $60 by end-2021
• Emerging Asia oil demand to lag behind China
• US Weekly Petroleum Status Report
• OPEC Monthly Oil Market Report (Nov.)
• Vaccine would aid oil price recovery, but risks remain
• Fresh lockdowns to weigh on European oil demand
• US Weekly Petroleum Status Report
• Asia LNG price rally to peter out in months ahead
• China PMIs paint positive picture for commodities
• What a Biden victory could mean for commodities
• US Weekly Petroleum Status Report
• US Weekly Petroleum Status Report
• Oil demand fears back in the spotlight
• US Weekly Petroleum Status Report
• US oil production may have peaked
• A vaccine could give oil prices a shot in the arm
• Rally in soybean prices may be overdone
• US Weekly Petroleum Status Report
• Staying positive on industrial metals
• Oil prices to tread water through to year-end
• Oil prices going nowhere fast
• US Weekly Petroleum Status Report
• Lagging supply to cause oil market deficit
• US Weekly Petroleum Status Report
• US Weekly Petroleum Status Report
• US crude production to tread water later this year
• US Weekly Petroleum Status Report
• Lower real yields to support a higher gold price
• Global Aluminium Production (Jun.)
• New LME data confirm aluminium stockpile overhang
• Still hard to be positive on lead in the long run
• China and India Gold Imports (May)
• US-Canada aluminium spat could worsen oversupply
• Global Aluminium Production (May)
• Fears of inflation unlikely to boost gold price
• Global Aluminium Production (Apr.)
• Picking apart the silver price
• Are aluminium stocks set for a re-run of the GFC?
• Global Steel Production (Mar.)