Donald Trump’s tariff policies and his aggressive foreign policy approach are straining relationships with traditional US allies. One consequence that is apparent in our Global Fracturing Dashboard is...

This Update examines five key questions about AI-related demand for commodities, and the economic consequences of potential future disruptions to their supply.

A growing divergence in views on the trajectory of oil demand over the next 25 years – and whether demand will even reach a peak during this period – partly reflects the reduction in political support...

The deterioration in the entry-level jobs market has sparked concerns that an “AI jobpocalypse” is upon us. While AI is a contributing factor – especially in some specialised fields like software...