Source intel on energy, metals, and raw materials markets – plus more
Energy markets in 2026 are being reshaped by electrification, energy security and geopolitics. Tal Lomnitzer explains where he sees the most compelling opportunities across renewables, nuclear, gas...
Europe’s quest for greater autonomy is often framed through the lens of regulation, industrial policy, and strategic technologies such as semiconductors, cloud computing, and AI.
Contemporary alchemy
Precious metals such as gold and silver, rare earth minerals, and industrial metals such as copper have been making headlines in recent months. We talked to a team of experts to discover what’s bee...
The war involving Iran has raised concerns that Asia will be among the hardest‑hit regions, due to its dependence on imported energy. Consumers are already feeling the impact through higher fuel an...
Factors posted a largely positive Q1 despite market volatility. U.S. momentum led equity factor gains while commodity supply disruptions lifted certain factors. We maintain a positive outlook on fa...
As conflict-driven energy shocks ripple through economies, the world’s leading central banks remain on the starting blocks – poised but cautious, holding rates steady as they await clearer signals....
With tensions in the Strait of Hormuz increasing over the weekend and markets getting used to oil prices well in excess of $100 per barrel, this seems an opportune moment to zoom out and look at th...
US-Iran ceasefire strains kept oil stress in focus as G4 central banks stayed on hold. EM policy diverged, with Brazil cutting rates, Indonesia pledging FX support, and Vietnam’s outlook upgraded.
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