Commodities

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

The Weekly Brief
  • 23 hours ago

The Bank of England (BoE) is in a challenging position as the UK economy battles with still-sticky inflation and questions around the growth outlook. Last week’s data showed headline inflation acce...

Between Two Phases
  • 23 hours ago

CIO Weekly Perspectives | April 06, 2026 Between Two Phases Even if the U.S. ends its war with Iran in the next f...

Helium: A Quiet Strategic Input Exposed by the Iran Conflict
  • 23 hours ago

While headlines around the escalating conflict involving Iran have focused on oil and liquefied natural gas (LNG), a far less visible — but strategically critical — commodity has moved abruptly int...

Salem’s Lot: Gulf War update; the Purge of senior US military officers; a US fossil fuel reliance fever dream
  • 23 hours ago

Salem’s Lot: an update on the Gulf War. Topics include international commodity price pass-throughs to the US, the limits of energy independence, Gulf temperatures and their relevance to US military...

Have gold and silver lost their lustre?
  • 02 Apr 2026

Gold and silver prices have sharply corrected after a record-breaking  rally, but we think their fundamental medium term drivers remain intact.

The week in markets
  • 02 Apr 2026

A turbulent week in markets as oil surged back above $100, inflation fears reignited, and markets whipsawed between escalation risk and uneasy calm.

How Tangible Assets Are Shaping a New Global Investment Cycle
  • 02 Apr 2026

Investment Management’s Olga Bitel describes how energy, infrastructure, and industrial investment may shape the next market cycle.

What an Oil Shock Means for Monetary Policy
  • 02 Apr 2026

The views expressed herein do not constitute research, investment advice or trade recommendations, do not necessarily represent the views of all AB portfolio-management teams and are subject to cha...

Power, conflict and complacency: Why energy markets may be structurally underpricing geopolitical risk
  • 02 Apr 2026

Franklin Equity believes energy is evolving from a cyclical variable into a structural driver of economic outcomes, influencing inflation, growth and investment decisions over a longer horizon.