Energy Chart Pack

Energy Chart Pack (May 2024)

Our Energy Chart Pack has been updated with the latest data and our analysis of recent developments. The fall in oil prices since Iran and Israel’s back-and-forth attacks suggests that some of the...

· 1 min read

Energy Chart Pack

Energy Chart Pack (Mar. 2024)

Our Energy Chart Pack has been updated with the latest data and our analysis of recent developments. Oil prices have so far shrugged off disruptions to shipping in the Red Sea and the risk of wider...

· 1 min read

Energy Chart Pack

Energy Chart Pack (Feb. 2024)

Our Energy Chart Pack has been updated with the latest data and our analysis of recent developments. Energy prices have so far shrugged off disruptions to shipping in the Red Sea and the risk of wider...

· 1 min read

Energy Chart Pack

Energy Chart Pack (Jan. 2024)

Our Energy Chart Pack has been updated with the latest data and our analysis of recent developments. Energy prices will fall in 2024, although we think the big falls are now behind us. Supply has not...

· 1 min read

Energy Chart Pack

Energy Chart Pack (Nov. 2023)

Our Energy Chart Pack has been updated with the latest data and our analysis of recent developments. Energy prices will remain historically high over the remainder of this year. The Israel-Hamas...

· 1 min read

Energy Chart Pack

Energy Chart Pack (Sep. 2023)

Our Energy Chart Pack has been updated with the latest data and our analysis of recent developments. Energy prices will remain historically high over the remainder of this year. OPEC+ output cuts...

· 1 min read

Energy Chart Pack

Energy Chart Pack (Aug. 2023)

This new Chart Pack has been designed to replace our Chart Book in response to client feedback to make our insights more accessible, and with more options to incorporate them into your workflow. Use...

· 1 min read

Commodities Chart Pack

Investor pessimism may be running too deep

Most commodity prices have moved lower over the past month as concerns about demand loomed large and the US dollar strengthened. We think that prices will continue to struggle over the next few months...

· 13 mins read

Commodities Chart Pack

Demand concerns a lingering headwind for prices

Most commodity prices have moved lower over the past month as concerns about demand have intensified and risk appetite has soured. We think prices will continue to struggle over the next few months as...

· 13 mins read

Commodities Chart Pack

Mounting downside risks to our price forecasts

We think prices will drop a little further in the coming months as economic slowdowns in advanced economies weigh on commodities demand, even as China’s economic recovery takes hold. However, the...

· 13 mins read

Commodities Chart Pack

Too soon for a sustainable rally

We think prices will ease back in the coming months as optimism about China’s reopening is tempered and slower economic activity in advanced economies weighs on demand. However, the prospect of Fed...

· 13 mins read

Commodities Chart Pack

Constrained supply to limit the falls in energy prices

Energy prices have been falling recently as concerns about weaker demand took centre-stage, but we expect constrained supply to put a floor under prices in the coming months. By contrast, we expect...

· 14 mins read

Commodities Chart Pack

Softer demand, but supply to remain tight

Non-energy commodities prices generally fell in June on the back of concerns about the outlook for demand amid global monetary tightening and slower economic growth. Energy prices may also fall a...

· 13 mins read

Commodities Chart Pack

Supply concerns to dominate for some time yet

Energy and agricultural prices continued to rise in May as concerns about supply more than offset signs that demand, at least for energy, could soften. We expect prices to remain historically high but...

· 13 mins read

Commodities Chart Pack

The net effect of Omicron on commodities is not clear

Most commodity prices have fallen in the last week or so following the identification of Omicron – a new, and potentially more transmissible, strain of COVID-19. However, while commentary has...

· 11 mins read