Commodities & Energy Sector
Executive Summary With the fourth Taiwan Strait crisis materializing, the odds of a major war between the world’s great powers have gone up. Our decision trees suggest the odds are around 20%, or double where they stood from the Russian war in Ukraine…
Executive Summary Oil Markets Remain Tight
Oil Markets Remain Tight…
Executive Summary Iron Ore & Steel Prices: Facing Downward Pressure
Iron Ore & Steel Prices: Facing Downward Pressure…
Upside Price Risks Dominate Oil Markets…
Executive Summary China Copper Consumption Failed To Revive Post-Pandemic
China Copper Consumption Failed To Revive Post-Pandemic…
Executive Summary Non-Commodity Enterprises: No Profit Expansion For 12 Years
Flat Profits For Non-Commodity Enterprises…
Dear Client, On Monday August 8, I will be sending you an abbreviated version of our monthly Chart Pack. Our regular publication will resume on August 15. Kind regards, Irene Tunkel Executive Summary The US Is Vulnerable: Only 10% Of Chips Are…
Oil Buyers’ Cartel Poses Upside Price Risks…
Executive Summary EU Will Prioritize Natgas Storage
Energy Security Rolls Over EU's ESG Agenda…
Executive Summary If a loss of wealth persists for a year or more, it hurts the economy. The recent $40 trillion slump in global financial wealth is larger than that suffered in the pandemic of 2020, the global financial crisis of 2008, and the dot com…