Emerging Europe Economics Weekly Iran spillovers, CEE activity, Russian inflation spike The spillover effects for economies in Emerging Europe from the protests in Iran this week will largely depend on how commodity prices move. From a political standpoint, the protests are another blow... 16th January 2026 · 7 mins read
Commodities Update Iran instability a bigger headache than Venezuela The risks to the oil market from growing instability in Iran are much greater than in Venezuela. This is not only because Iran produces much more oil itself, but there are also a greater number of... 14th January 2026 · 4 mins read
Canada Economics Update Venezuelan oil only a small threat to Canadian output The likely increase in Venezuela’s oil output in the next few years will cause some pain for Canadian producers, but it is unlikely to have a major impact on GDP growth. 13th January 2026 · 5 mins read
Commodities Update Scrap recycling won’t ease metals supply woes yet The recycling of scrap metals and minerals has been put forward as a potential solution to high metals prices and the west’s push towards self-sufficiency, while also offering a promising step towards... 13th January 2026 · 3 mins read
Middle East & North Africa Economics Update Protests in Iran: the economic and oil market implications It’s unclear how the protests that have spread across Iran will develop and how they will affect the ruling regime and the oil sector. But the prospect of disruption to Iranian energy output presents... 12th January 2026 · 6 mins read
Commodities Weekly Greenland’s mineral potential; metal price mayhem Despite Greenland’s undoubted resource potential, the significant technical challenges and high costs associated operating on the island will surely limit the potential for sizeable production... 9th January 2026 · 4 mins read
Commodities Chart Pack Commodities Chart Pack (Jan. 2026) Investors prepare for Venezuelan oil Although Venezuela is well known for having vast oil reserves, it is likely to require a number of years and significant investment to meaningfully increase the... 8th January 2026 · 1 min read
Commodities Update 5 key questions on the “shadow fleet” The seizure of the Marinera oil tanker by the US has put the “shadow fleet” under the spotlight, with some estimates suggesting it now accounts for ~20% of global tanker capacity. While a concerted... 8th January 2026 · 4 mins read
Commodities Update A primer on Venezuela’s oil sector In light of the acute attention on Venezuela’s oil sector, this Update answers five key questions on the potential for oil production in the country. 7th January 2026 · 4 mins read
Capital Daily Commodities and equities beating to different drums While commodity and equity prices often move together when demand is in the driving seat, the wild swings in the prices of many commodities over the past month can generally be chalked up to a... 7th January 2026 · 4 mins read
Commodities Update Copper: the euphoria will disappoint Although supply concerns are still present, the most recent surge in copper prices seems to be some spillover from exuberance in other corners of commodity markets. Looking ahead, we suspect that... 7th January 2026 · 4 mins read
Commodities Update What to make of recent precious metal price surges? The explosive rises in silver, platinum, and palladium prices in recent weeks suggest that retail investor-driven exuberance in the gold market has found another outlet. However, if our view that FOMO... 5th January 2026 · 5 mins read
Latin America Economics Update What next for Venezuela? Venezuela’s economy has suffered one of the largest contractions in GDP during peacetime which in part reflects woes in its oil sector, but also the undermining of private businesses and the... 5th January 2026 · 4 mins read
Commodities Update Venezuela’s vast energy potential to remain untapped Despite President Trump’s obvious desire for US oil companies to ramp up activity in Venezuela, lower oil prices and political uncertainty will frustrate efforts to exploit its vast energy potential... 5th January 2026 · 3 mins read
Global Economics Update Will food inflation fall in DMS next year? Food CPI inflation has been elevated in several advanced economies in recent months, namely Japan, the UK and Canada, but we expect price pressures to ease in most cases. A combination of lower... 22nd December 2025 · 5 mins read
Commodities Weekly Taking stock, and looking ahead As 2025 draws to a close, our view that energy prices would fall has proved pleasingly accurate, with the price of Brent crude currently exactly in line with our long-standing forecast of $60pb and... 19th December 2025 · 4 mins read
