Commodities

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

China’s Electrifying Future
  • 23 hours ago

China's electrification strategy drives renewable energy adoption, grid modernization, and industrial growth in EVs, AI, and advanced manufacturing sectors.

When conflict disrupts trade routes, commodities find new ones
  • 23 hours ago

Escalating conflict in the Middle East has rattled commodity markets and global supply chains. But as Ahmad Al-Sati explains, the flow of essential goods adapts rather than stops, a distinction tha...

Finding signals in the noise of the Iran oil shock
  • 23 hours ago

The growth and inflation impacts are seen by markets as risks to be hedged, while robust corporate earnings forecast support equities.

ClockWise: ‘Spikeflation’ and the Iran War
  • 23 hours ago

History doesn’t repeat itself, but often it rhymes. Financial markets are once again contending with a 1970s-style Middle East energy crisis that has the power to raise inflation, worsen fiscal...

A Better Vantage Point: Joe Davis on oil price volatility
  • 23 hours ago

Joe Davis explains when oil price volatility becomes an economic risk, how it affects inflation expectations, and what it signals for growth.

Asset Allocation | March 2026
  • 23 hours ago

This March has delivered its own brand of madness—less bracket busting, more world shaking. Volatility has swept back into equity and commodity markets as the conflict between the U.S. and Iran esc...

Bond Bulletin: Central banks shifting into different gears
  • 23 hours ago

The global energy shock has driven up bond yields across developed markets, but the key development is the divergence across regions. This week’s Bond Bulletin explores how bond markets are pricing...

Global natural resources: Structural tailwinds driving the next commodities supercycle
  • 23 hours ago

Natural resources stocks look set to benefit from ‘Supercycle 2.0’.

Power, protests and the future of investor influence
  • 25 Mar 2026

Explore the evolving ESG landscape, where shareholder power is shrinking in the US but growing in South Korea. Discover the future of investor influence.