The latest insights into commodity markets
Since the middle of 2020, large investment banks have called commodities their favorite asset class for the coming decade. Fast forward three years and data shows that the commodities super-cycle has developed well. Where can investors still find opportunities in this space? Here are some of the latest insights into commodity markets to help answer this key question.
Companies are outperforming the rest of the world in reducing emissions, but expect the rate of decarbonization to slow over the coming years.
For compliance reasons, this paper is only accessible in certain geographies
Gold-backed ETFs and similar products account for a significant part of the gold market, with institutional investors using them to implement many of their strategies.
Utilities are refocusing on rebuilding their uranium inventories, as secondary supply may have reached its peak.
Electrification positively affects aluminium content and compensates for the transition away from powertrain and transmission components.
Trading of timber-linked products has seen massive growth in the past decade, with this appetite expected to continue growing in the coming years.
The latest Gold Compass report brings to life decades of relevant data for gold investors globally.
What happens in commodity markets is critical for the stability of the financial system. That is why understanding the Silver Crisis is crucial.
The race to decarbonize industrial production, transport and entire economies has brought the politics of the mining and metal sector to the fore.
In the OECD region, oil demand in 2023 is expected to rise by 0.1 mb/d, while in the non-OECD region, oil demand is expected to rise by about 2.3 mb/d.
Will a new tax help the world move on from meat? From an environmental perspective this development may seem like a solution.