Metals Focus Introducing our lithium price forecast We forecast that global lithium demand will roughly double by 2025 (from 2022). But supply will increase at a slower pace, which is why we forecast that prices will rise. In this Metals Focus, we set... 31st January 2024 · 11 mins read
Global Economics Focus The shape of the fractured world economy in 2024 Our expanded Global Fracturing database allows clients to analyse how geopolitical pressures are reshaping global economic and financial activity. Here, we highlight some of the key findings. 16th November 2023 · 10 mins read
Climate Economics Focus Making sense of the ESG bond premium A lack of appropriate regulation may be one reason why ESG bond issuance has slowed over recent years, and why the premium that investors are willing to pay for ESG bonds over conventional bonds has... 14th November 2023 · 15 mins read
India Economics Focus Mapping India’s energy demand and emissions The government’s ambition of developing a globally-competitive manufacturing sector, combined with relatively slow progress on shifting away from using coal for electricity production, means India... 23rd August 2023 · 12 mins read
Energy Focus The implications of EV rollouts on DM oil demand The message from electric vehicle sales data is now clear: the EV revolution is alive and kicking and poses important implications for oil demand. We are slightly more optimistic on the pace of EV... 31st July 2023 · 19 mins read
Climate Economics Focus Green transition ≠ fiscal free lunch Getting serious about decarbonisation would be more costly for governments than many fiscal scenarios would have you believe. Of course, the net impact on the public finances would depend on how... 26th June 2023 · 15 mins read
India Economics Focus India and the physical risks from climate change India’s economy is one of the most vulnerable in the world to the physical effects of climate change. Climate change alone won’t stop relatively rapid rates of growth over the coming decades. But it... 31st May 2023 · 12 mins read
Climate Economics Focus Quantifying the economic hit from climate change Many academic studies underplay the extent to which higher temperatures could affect economic activity over the long run. Nonetheless, even in a scenario in which the global average temperature rose... 16th May 2023 · 14 mins read
Energy Focus Introducing our long-term energy market forecasts The global energy market is in the early days of a radical redesign due to the need to cut greenhouse gas emissions. In this Focus, we introduce our long-term energy market forecasts, which are... 27th April 2023 · 14 mins read
Climate Economics Focus The curious case of China’s climate credentials There is a touch of the Dr Jekyll and Mr Hyde about China’s climate credentials, with its well-documented record of burgeoning emissions and reliance on coal standing in stark contrast to its... 31st January 2023 · 16 mins read
Commodities Watch “Food vs. Fuel” is back, but needn’t raise alarm Global food prices are at highs last reached in 2007-08 and 2011-12, when a sharp rise in global biofuel production sparked the “Food vs. Fuel” debate. In this Commodities Watch, we find that... 28th November 2022 · 8 mins read
Climate Economics Focus Methane emissions are in policymakers’ crosshairs The “global” pledge to cut methane emissions by 30% this decade is a worthy aim, but the fact that the world’s biggest emitters have not signed up is far from helpful, and many of the obvious ways to... 16th November 2022 · 15 mins read
Climate Economics Focus Primer on our dedicated Climate Economics research The purpose of this Focus is to introduce our new dedicated Climate Economics research. It is split into three sections. This first looks at how our coverage will be structured and what topics we will... 10th October 2022 · 17 mins read
