Commodities

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

Japan’s Corporate Governance Code revisions
  • 11 hours ago

Insights into Japan’s ESG market, covering governance reform, FTSE JPX Blossom index evolution and Q1 2026 performance context, including SGX Futures.

Why oil shocks matter for portfolios
  • 17 Jun 2026

Oil shocks carry repercussions for portfolios because they affect inflation, institutions and capital flows. While the 1970s remain a useful reference, today’s backdrop is more resilient, supported...

US-Iran de-escalation: A positive shift, but not a final resolution
  • 17 Jun 2026

The apparent US-Iran memorandum of understanding reduces a major geopolitical tail risk and improves the near-term macro backdrop, especially through lower oil prices.

When energy security accelerates dependency: The Chinese OEM paradox
  • 17 Jun 2026

Record investment, policy support and rapid innovation are driving renewable energy's new era of growth — powered by Chinese OEMs.

From breakthrough to bankable: Scaling high-potential renewable technologies
  • 17 Jun 2026

Green hydrogen, next-gen geothermal and space-based solar power are nearing commercial reality — but only the most scalable will succeed.

Renewable Energy Market Review 2026
  • 17 Jun 2026

Across this year's Renewable Energy Market Review, one theme is clear: opportunities are growing, but so is the complexity.

Rethinking asset management in a changing world order
  • 17 Jun 2026

Rising gold prices over the past few years are a signal that long-term investors should rethink diversification in a more fragmented and politicised world.

Still spending: U.S. consumer strength in a higher-cost environment
  • 17 Jun 2026

The U.S. consumer has been portrayed as stressed, but we remain constructive on spending despite higher energy prices.

Gold: an old metal in a new world
  • 17 Jun 2026

Insights Issue 17: Calm Capital | Rothschild & Co