Commodities

Source intel on energy, metals, and raw materials markets – plus more

AI: Sparking the New Electricity Revolution
  • 1 day ago

Electricity demand is growing after years of stagnation, driven by electrification, reindustrialisation, and artificial intelligence, which are outpacing infrastructure expansion.

Full Speed Ahead: Energy Demand Overpowers Policy Shifts
  • 1 day ago

As policy uncertainty recedes, the focus returns to capital deployment. The global energy transition is accelerating, and 2026 is shaping up to be an active year for renewable energy development. A...

Quick Thoughts: US Supreme Court strikes down Trump tariffs
  • 1 day ago

Today, the Supreme Court stripped away the Trump Administration's power to impose sweeping tariffs through emergency authority—but the battle over US trade policy is far from over.

Dissecting the oil market headlines from London's IE Week
  • 2 days ago

Geopolitics and its impact on pricing and trade flows were the talk of the town as oil market participants convened in the cobbled streets of London over Feb. 9-13 for the International Energy Week...

Understanding gold and its role in a portfolio
  • 2 days ago

Explore the drivers behind the recent rise in gold, the outlook for gold prices, and the role that gold can play in a diversified investment portfolio.

Rethinking Store of Value
  • 2 days ago

AbstractThe debate over whether Bitcoin qualifies as a store of value has intensified, with critics pointing to its volatility and deep drawdowns ...

Why Today’s Environment Favors Mortgage-Backed Securities
  • 2 days ago

A strong housing market and supportive federal policy could benefit US mortgage-backed securities. It can sometimes be hard to tell whether the US housing market is hot or cold. Currently, existing...

Navigating the New World Order: A Strategic Imperative for CFOs and Treasurers
  • 2 days ago

The global economic and geopolitical landscape is undergoing profound transformation, moving from a predictable, internationally connected era to a “new world order.” As fragmentation, tariff volat...

Big oil's offshore wind dilemma
  • 2 days ago

Offshore wind once looked like a natural play for oil majors: big offshore projects, complex engineering, and familiar operating conditions. But as costs and interest rates have risen, the sector's...