Commodities

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

Consequences of capital flows can’t be ignored
  • 2 days ago

ClearBridge Investments: In markets, money is energy—and flow, not form, drives the cycle between fear and greed.

AI growth: energy, emissions and water considerations
  • 2 days ago

Artificial intelligence is hungry for power and thirsty for water. We discuss advances and innovations that could alleviate the problems and highlight related investment opportunities.

Peak Uncertainty: Forecasters wrestle with muddled outlooks for long-term oil demand
  • 2 days ago

Energy forecasters have long been calling for a near-term peak in global oil demand as year-over-year growth slows in the largest consumer markets of US, China, and Europe. These outlooks are being...

Energy Market Review Update 2025
  • 3 days ago

An update on our thoughts and findings on the state of the global upstream, downstream and liability markets.

India, Pakistan jostle over exclusive rights for basmati rice
  • 3 days ago

The global demand for basmati rice has been rising, especially in the Middle East and the EU. As a result, the competition to sell this long-grain variety has intensified in recent years. The world...

Precision technology, biologicals and gene-editing: Positives for nature and agriculture
  • 3 days ago

We explore how understanding of the impacts of climate change and biodiversity on farming reveals opportunities in advances in agriculture.

The Viewpoint: What declining birth rates mean for society and stock markets
  • 3 days ago

If you are anything like me you have probably been reading about ‘Peak Oil’ for years. I started my career many years ago and we were talking about it back then. The date just gets pushed out furth...

Look Forward | Episode 17: COP 30 Preview: Insights on Climate Action and Energy Transition
  • 3 days ago

In this episode of the Look Forward Podcast, host Andy Critchlow is joined by Lindsey Hall, Global Head of Thought Leadership at Sustainable One, and Eklavya Gupte, Head of Carbon News Reporting at...

Steady up: Losses are tempering downstream energy insurance trends
  • 3 days ago

While the downstream energy insurance market remains soft, signs of tempered reductions and strategic repositioning are emerging as we approach 2026.