Commodities Chart Pack Commodities Chart Pack (July 2024) China overcapacity fears coming to industrial metals China’s dominant role in the world of commodities is evolving subtly. This is particularly the case for gold, where increased demand by the PBoC... 3rd July 2024 · 1 min read
Commodities Chart Pack Commodities Overview Chart Pack (June 2024) Our Commodities Overview Chart Pack has been updated with the latest data and our analysis of recent developments. OPEC+’s decision to roll over its production cuts into Q3 will keep supply... 6th June 2024 · 1 min read
Energy Chart Pack Energy Chart Pack (Jun. 2024) Our Energy Chart Pack has been updated with the latest data and our analysis of recent developments. The agreement by OPEC+ to rollover voluntary production cuts into Q3 will keep global oil supply... 5th June 2024 · 1 min read
Metals Chart Pack Metals Chart Pack (June 2024) Our Metals Chart Pack has been updated with the latest data and our analysis of recent developments. The rally in industrial metals prices over the last few months has begun to unwind and, because it... 4th June 2024 · 1 min read
Commodities Chart Pack Commodities Overview Chart Pack (May 2024) We think that oil prices have further to fall, as we expect OPEC+ to gradually increase output later this year. Prices have recently fallen as worries that the conflict in the Middle East could affect... 8th May 2024 · 1 min read
Energy Chart Pack Energy Chart Pack (May 2024) Our Energy Chart Pack has been updated with the latest data and our analysis of recent developments. The fall in oil prices since Iran and Israel’s back-and-forth attacks suggests that some of the... 7th May 2024 · 1 min read
Metals Chart Pack Metals Chart Pack (May 2024) Our Metals Chart Pack has been updated with the latest data and our analysis of recent developments. The strong rally in industrial metals prices seems stretched and, as a result, we expect prices to... 7th May 2024 · 1 min read
Commodities Chart Pack Commodities Overview Chart Pack (Mar. 2024) We expect oil prices to edge lower in the second half of 2024 as OPEC+ starts to unwind its production cuts. However, the Israel-Hamas war, and associated risks to supply, will act as a floor under... 12th March 2024 · 1 min read
Energy Chart Pack Energy Chart Pack (Mar. 2024) Our Energy Chart Pack has been updated with the latest data and our analysis of recent developments. Oil prices have so far shrugged off disruptions to shipping in the Red Sea and the risk of wider... 11th March 2024 · 1 min read
Metals Chart Pack Metals Chart Pack (Mar. 2024) Our Metals Chart Pack has been updated with the latest data and our analysis of recent developments. Industrial metals demand will recover this year, boosted by rate cuts and a bit of a recovery in... 8th March 2024 · 1 min read
Commodities Chart Pack Commodities Overview Chart Pack (Feb. 2024) Oil prices are likely to remain buffeted by supply fears as long as the conflict in the Middle East continues. However, we think there will be support on the demand side later in the year as monetary... 6th February 2024 · 1 min read
Energy Chart Pack Energy Chart Pack (Feb. 2024) Our Energy Chart Pack has been updated with the latest data and our analysis of recent developments. Energy prices have so far shrugged off disruptions to shipping in the Red Sea and the risk of wider... 5th February 2024 · 1 min read
Metals Chart Pack Metals Chart Pack (Feb. 2024) Our Metals Chart Pack has been updated with the latest data and our analysis of recent developments. Industrial metals demand will recover this year, boosted by rate cuts and stabilising economic... 2nd February 2024 · 1 min read
Commodities Commodities Overview Chart Pack (Jan. 2024) Our Commodities Overview Chart Pack has been updated with the latest data and our analysis of recent developments. We think the big declines in energy prices are now behind us. Oil prices will remain... 5th January 2024 · 0 mins read
Energy Chart Pack Energy Chart Pack (Jan. 2024) Our Energy Chart Pack has been updated with the latest data and our analysis of recent developments. Energy prices will fall in 2024, although we think the big falls are now behind us. Supply has not... 4th January 2024 · 1 min read
Metals Chart Pack Metals Chart Pack (Jan. 2024) Our Metals Chart Pack has been updated with the latest data and our analysis of recent developments. Interest rate cuts across advanced economies this year will give some boost to economic activity... 3rd January 2024 · 1 min read
