Emerging Markets Economics Focus EM winners and losers from the green transition The green transition will deal a significant blow to EM oil producers that have failed to save their windfalls (Nigeria, Colombia, Angola), but boost the export revenues of economies such as Chile and... 4th March 2024 · 14 mins read
Commodities Weekly OPEC+ conundrum; Indonesia’s nickel dominance We think OPEC+ members will opt for a short 1-3 month extension in their upcoming decision on whether to extend their voluntary production cuts, as lost market share will be a concern for members... 1st March 2024 · 5 mins read
India Economics Weekly Shifting consumption patterns, world-beating growth The much-awaited Household Consumption Expenditure Survey for 2022-23 showed a shift in consumption patterns since the previous survey over a decade ago, underscoring the need to re-weight India’s CPI... 1st March 2024 · 3 mins read
Middle East & North Africa Economics Weekly Ras el Hekma deal, Qatar’s LNG expansion boost The deal in which Abu Dhabi’s sovereign wealth fund, ADQ, will invest $35bn in the Ras el-Hekma project will provide much needed foreign currency inflows for Egypt’s economy. But, even with this... 29th February 2024 · 7 mins read
Middle East & North Africa Chart Pack Middle East and North Africa Chart Pack (Feb. 2024) Our Middle East and North Africa Chart Pack has been updated with the latest data and our analysis of recent developments. Economic growth in the Middle East and North Africa will strengthen a little... 26th February 2024 · 1 min read
Commodities Weekly Falls in prices starting to hit supply The prices of a number of individual commodities benefitted this week from producers announcing cuts to supply. Lower supply growth is one of the factors supporting our forecast of modest gains in US... 23rd February 2024 · 4 mins 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
Capital Daily Will Treasuries keep ignoring oil prices? Oil prices have had only limited impact on US Treasury yields recently, and we suspect that this will remain the case in the next couple of years. 5th February 2024 · 4 mins read
Commodities Weekly US natural gas prices to stay low in 2024 We have revised down our forecast for US natural gas prices this year, as the outlook for domestic supply has improved. Note: Join our special online briefing on Middle East conflict, shipping... 2nd February 2024 · 4 mins read
Middle East & North Africa Economics Weekly Aramco’s plans, Jordan and regional conflict, Tunisia’s crisis Saudi Arabia’s government this week directed the state oil giant Aramco to suspend plans to raise oil production capacity, but this won’t necessarily stop Aramco from ramping up actual output in the... 1st February 2024 · 8 mins read
Middle East & North Africa Chart Pack Middle East and North Africa Chart Pack (Jan. 2024) Our Middle East and North Africa Chart Pack has been updated with the latest data and our analysis of recent developments. Economic growth in the Middle East and North Africa will strengthen a little... 30th January 2024 · 1 min read
JODI Energy Demand Monitor JODI Energy Demand Monitor JODI data on global oil and natural gas consumption paint a nuanced picture of global energy demand. While oil demand growth slowed towards the end of last year, consumption of natural gas was... 29th January 2024 · 4 mins read
Middle East & North Africa Economics Update Could Saudi live with a sustained fall in oil prices? Saudi Arabia’s government returned to running budget deficits last year and is likely to continue doing so. But these should be easily financed. Oil prices would probably have to fall sharply, to... 23rd January 2024 · 5 mins read
Commodities Weekly LNG frozen out of Red Sea, but gas prices to fall further Natural gas prices fell sharply this week, despite Qatar's decision to avoid sending LNG tankers through the Red Sea. We think the relative calm in the natural gas market reflects the fact that gas... 19th January 2024 · 4 mins read
Global Inflation Watch Will the last mile be the hardest? The easiest wins in the disinflation battle are behind us now that base effects from the previous surge in energy prices have run their course. Indeed, we expect energy effects to lift inflation in... 18th January 2024 · 16 mins read
