Source intel on energy, metals, and raw materials markets – plus more
As we near 2026, the global economy stands at the crossroads of technological acceleration and policy fatigue. Liquidity and optimism coexist with structural imbalances. For investors, the challeng...
The adoption of AI among energy and shipping companies is growing steadily. While it's helping to cut operational costs, boost productivity, and reduce emissions, a shortage of skills, data integra...
October net performance was a positive +0.59%. The month was more active after the summer doldrums, kicked off by a spat between the US and China over access to rare earth metals and Trumps’ immedi...
October saw strong equity market performance globally, accompanied by a rally in global risk-free rates. The S&P 500 gained 2.3%, while the Nasdaq rose 4.8%. In Europe, major indices also finished...
After a period of tightening natural gas supply since the Russia-Ukraine conflict, we are entering a time of oversupply, as more LNG hits the market. S&P Global Energy Global Gas expert Laurent Rus...
The era of unchecked clean tech expansion in China is over. Lithium mines close, battery makers struggle and EV brands face forced discipline. For investors, who wins in a controlled market?
Nirav Shah, global director/growth fields at Evonik, joins the podcast to discuss the promise and challenges of using pyrolysis oil - derived from recycled plastic - as a chemical feedstock and fuel.
The loss of biodiversity has financial and investment implications. While not-for-profits and investors such as ourselves are straining to actually quantify our risks, the qualitative indicators ar...
The latest Big Picture reports are out and cover a wide range of topics from financial markets to supply chains and onward to technology and AI. Two of the authors, Lindsey Hall and Chris Rogers, j...
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