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
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
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
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
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
Energy Chart Pack Energy Chart Pack (Nov. 2023) Our Energy Chart Pack has been updated with the latest data and our analysis of recent developments. Energy prices will remain historically high over the remainder of this year. The Israel-Hamas... 3rd November 2023 · 1 min read
Energy Chart Pack Energy Chart Pack (Sep. 2023) Our Energy Chart Pack has been updated with the latest data and our analysis of recent developments. Energy prices will remain historically high over the remainder of this year. OPEC+ output cuts... 6th September 2023 · 1 min read
Energy Chart Pack Energy Chart Pack (Aug. 2023) This new Chart Pack has been designed to replace our Chart Book in response to client feedback to make our insights more accessible, and with more options to incorporate them into your workflow. Use... 9th August 2023 · 1 min read
Commodities Chart Pack Investor pessimism may be running too deep Most commodity prices have moved lower over the past month as concerns about demand loomed large and the US dollar strengthened. We think that prices will continue to struggle over the next few months... 7th June 2023 · 13 mins read
Commodities Chart Pack Demand concerns a lingering headwind for prices Most commodity prices have moved lower over the past month as concerns about demand have intensified and risk appetite has soured. We think prices will continue to struggle over the next few months as... 16th May 2023 · 13 mins read
Commodities Chart Pack Mounting downside risks to our price forecasts We think prices will drop a little further in the coming months as economic slowdowns in advanced economies weigh on commodities demand, even as China’s economic recovery takes hold. However, the... 2nd March 2023 · 13 mins read
Commodities Chart Pack Too soon for a sustainable rally We think prices will ease back in the coming months as optimism about China’s reopening is tempered and slower economic activity in advanced economies weighs on demand. However, the prospect of Fed... 3rd February 2023 · 13 mins read
Commodities Chart Pack Constrained supply to limit the falls in energy prices Energy prices have been falling recently as concerns about weaker demand took centre-stage, but we expect constrained supply to put a floor under prices in the coming months. By contrast, we expect... 14th September 2022 · 14 mins read
Commodities Chart Pack Softer demand, but supply to remain tight Non-energy commodities prices generally fell in June on the back of concerns about the outlook for demand amid global monetary tightening and slower economic growth. Energy prices may also fall a... 6th July 2022 · 13 mins read
Commodities Chart Pack Supply concerns to dominate for some time yet Energy and agricultural prices continued to rise in May as concerns about supply more than offset signs that demand, at least for energy, could soften. We expect prices to remain historically high but... 7th June 2022 · 13 mins read
Commodities Chart Pack The net effect of Omicron on commodities is not clear Most commodity prices have fallen in the last week or so following the identification of Omicron – a new, and potentially more transmissible, strain of COVID-19. However, while commentary has... 7th December 2021 · 11 mins read
