Source intel on energy, metals, and raw materials markets – plus more
On Monday, risk markets opened on the front foot after largely shrugging off the weekend’s geopolitical news. Stock markets rallied, led by large-cap energy companies that stand to benefit from the...
Latin America’s 2026 power shift is coming. Regime change and US influence may reshape markets—and open investor opportunities.
Eyes off US roads to understand lithium demand It may have seemed as though 2025 would have been a challenging year for lithium but North American electric vehicle production accounted for only abo...
A rise in Venezuelan oil production could pressure oil prices in a few years. In the meantime, we expect an accelerating global economy to boost demand for oil and support prices.
Our latest forecasts for absolute returns from 2025-2034 for various asset classes including cash, equities, fixed income and commodities.
Most energy companies still recognize the long-term value in helping to facilitate the energy transition. Moving forward, how is the sector balancing these short- and long-term priorities?
The US action in Venezuela opens up a complicated chapter ahead involving potential debt restructuring, energy and mining development, and geopolitical negotiation.
Explore the investment implications of recent US-Venezuela geopolitical developments. Learn how these events impact oil markets, precious metals, fixed income, and Asian assets, with insights from...
Considering the impact on oil prices and energy stocks from the U.S. removal of Nicolás Maduro.
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