Research
Commodity deflation looks tenacious, with natural gas as driver
Natural gas, the primary source of heat, electricity and fertilizer in the US, has dropped below its break-even cost of around $2 per million British thermal units, with implications for most commodities, notably crude oil.
Research
Commodities shifted to top down in 2022, which may endure in 2024
Rising elasticity, the unprecedented liquidity pump that's dumping and a potential paradigm shift in Chinese demand all point to more declines in commodities in 2024.
Research
ESG AUM set to top $40 trillion by 2030, anchor capital markets
The ESG market could surpass $40 trillion by 2030, based on our scenario analysis, anchoring the $140 trillion of projected AUM globally despite 70% slower growth and polarized sentiment.
Article
Sustainable investing: Understanding boundaries and considering credits
As sustainable themes have become increasingly integrated into the construction of equity and fixed income portfolios, investors have begun to extend their sights to the commodity markets.
Article
Indices 2024 outlook: Global commodities
As we start the new year, we highlight six key themes to watch for the commodities in 2024.
Market Analysis
Musk focuses on supply chain penny-pinching as growth cools
Tesla Inc. executives said the company will focus on cutting supply chain costs this year.
Q&A
Taking a data-driven approach to nature risk and opportunity
Investors face a potential flood of nature-related data as efforts build to stem biodiversity loss.
Article
Empowering tomorrow: Unveiling the rise of electrification metals
As transport and industrial sectors accelerate to achieve electrification and eliminate dependence on fossil fuels, the demand for electrification metals is expected to increase exponentially.
Research
January commodities: Downward 2024 tilt
A broad commodity-price recovery is looking increasingly unlikely for 2024.
Research
December commodities: Too hot up to 2022 peak could go too cold into 2025
Materials prices appear to be on the wrong side of a typical commodity and global-interest-rate cycle to rebound in 2024.