Source intel on energy, metals, and raw materials markets – plus more
This report explores in the new economic risks for the commodity trading sector and their implications for 2025 and 2026.
The rise of artificial intelligence is redrawing the global electricity map
Read about emerging opportunities in Technology, Regional Banks, and Metals & Mining.
William Blair energy and environmental services analyst Tim Mulrooney and macro analyst Richard de Chazal explore how reshoring, AI infrastructure, and labor and energy challenges are driving trans...
Trump threatened new tariffs on China, Japan’s election hit a hurdle, and UK regulators made it easier for people to invest in cryptocurrency ETFs.
FP Carmignac Global Equity Compounders is putting quality at the core of its ambitions, and it is thinking long term.
Electrification requires copper but supply picture is dim The outlook for oil prices is bearish in the near term owing to excess supply, but beyond that, prices should firm as supply growth slows....
Geopolitics continues to dominate with the welcome news of a ceasefire between Israel and Hamas. This, as well as ongoing tariff threats from the US, had a feedthrough impact on commodity prices. R...
In this episode of Energy Evolution, host Eklavya Gupte examines the rising concerns among EU member states about the upcoming Emissions Trading System 2 (ETS2), set to launch in 2027. Worries are...
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