Commodities

Standardised coverage and timely analysis of natural resources he...

Standardised coverage and timely analysis of natural resources helping you to understand the opportunities and risks commodities brings business and economies today.

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Strategy Briefing

Global Inflation Tracker: Q2 2023

May 2023

This report examines inflation levels and drivers globally and in key countries. Global inflation is moderating, although volatility in the energy markets and faster consumption growth in China are among the key risks that could increase inflation.…

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Strategy Briefing

Global Inflation Tracker: Q2 2022

May 2022

The report examines inflation level and drivers globally and in the key countries. Global inflation is forecast to accelerate due to higher energy and commodity prices, disruptions in supply chains and weaker business confidence. Impact varies…

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Strategy Briefing

Global Inflation Tracker: Q1 2024

Mar 2024

This report examines inflation levels and drivers globally and in key countries in 2024. Global inflation is moderating, although divergence among the key economies remains. Supply chain and commodities markets disruptions remain the key risks for…

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Strategy Briefing

Global Inflation Tracker: Q1 2023

Feb 2023

This report examines inflation levels and drivers globally and in key countries. In 2023, global inflation is expected to ease from its peak in 2022, but remaining significantly above-trend. Geopolitical risks and uncertainty in the energy market are…

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Strategy Briefing

Global Industrial Trends

Feb 2023

This report provides a global overview of industrial trends from 2022 through to 2027 for the key manufacturing and service sector industries. Insights analyse long-term global trends that can help businesses adapt to changes in the production and…

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Strategy Briefing

Global Economic Outlook: Impact of War in Ukraine

Mar 2022

The global economy is expected to see slower growth and higher inflation amid the war in Ukraine and the imposition of economic sanctions on Russia. The main impact channels would be accelerated energy and commodity prices, disruptions in the global…

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Strategy Briefing

Global Economic Forecasts: Q4 2022

Nov 2022

A slowdown in the global economy has become more evident, and growth prospects continue to face multiple headwinds and downside risks. Persistently high inflation, energy and cost-of-living crises, and simultaneous global interest rate rises are…

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Strategy Briefing

Global Economic Forecasts: Q3 2023

Jul 2023

The global economy remains in the midst of a significant slowdown in Q3 2023. Economic activity is dampened as businesses and consumers globally face persistent inflation and further rises in interest rates in most countries. However, strong labour…

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Strategy Briefing

Global Economic Forecasts: Q3 2022

Sep 2022

The global economic outlook continues to be suppressed by surging inflation and growing uncertainties caused by the ongoing war in Ukraine, rising geopolitical tension in Asia, tightening of global financial conditions, and China’s economic slowdown.…

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Strategy Briefing

Global Economic Forecasts: Q3 2021

Aug 2021

The global 2021 real GDP growth baseline forecast has remained roughly unchanged over the last quarter at 5.8% and real GDP growth of 4.7% in 2022. The stable 2021 global outlook combines major upwards revision to the Eurozone, Brazil and Mexico…

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Strategy Briefing

Global Economic Forecasts: Q2 2022

May 2022

The global economic outlook has worsened substantially since February 2022, with lower expected growth and higher uncertainty. The war in Ukraine and economic sanctions on Russia have caused large reductions in Russian energy and commodity supplies,…

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Strategy Briefing

Global Economic Forecasts: Q1 2023

Jan 2023

The global economy is forecast to slow considerably in 2023, edging close to recession as it continues to face ripple effects and lingering risks resulting from the war in Ukraine. Businesses and consumers will see persistent price pressures combined…

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Strategy Briefing

Global City Trends

Apr 2022

The briefing takes a global perspective of the key trends occurring in cities over 2016 to 2021. It goes on to provide forecast level data and insights for cities over 2021-2040, covering areas such as the economic, population and consumer spending…

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Strategy Briefing

Future of the EV: Assessing Battery and Metals Supply

Nov 2023

The transportation industry is undergoing a paradigm shift away from fossil fuels amid growing global pressures to reduce carbon emissions. The report assesses the market for EV batteries and essential metals such as lithium and cobalt and points out…

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Strategy Briefing

From Sustainability to Purpose: Roadmap To Recovery for Travel and Tourism

Dec 2020

Travel and tourism has been decimated by Coronavirus (COVID-19), leaving communities starved of income and jobs, whilst nature has flourished without crowds or pollution. As travel businesses rebuild, a new purpose and mindset is required to ensure…

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Strategy Briefing

From Sustainability to Purpose: Mapping the Opportunity in Pet Care

Jan 2021

Sustainability represents a major new growth frontier in pet care. This report explores the primary challenges and drivers that are underlying this global trend. It then develops a proprietary Pet Care Sustainability Index that uses three different…

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Strategy Briefing

From Sustainability to Purpose: Laundry & Auto Dish Detergent Brand Packaging Policies

Jan 2021

Leading laundry and dishwashing detergent makers are frequent targets for environmental campaigners due to a plastic packaging dependence intrinsic to the FMCG industry for decades. Plastic addiction is a critical issue, classed as a major corporate…

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Strategy Briefing

From Sustainability to Purpose: Climate Action

Jun 2021

As the UN Climate Summit "COP 26" approaches, the world is finally confronting the reality of the climate crisis. With consumers calling for climate action, governments declaring climate emergency, businesses facing potential disruption to their…

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Strategy Briefing

From Sustainability to Purpose: A Reshaping of Priorities in Drinks and Tobacco

Feb 2021

The pandemic is influencing sustainability in drinks and tobacco. This is evolving to include consumers’ welfare concerns, with brand action on social issues and community needs. The pre-pandemic environmental focus and pledges are retained, even…

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Strategy Briefing

Food, Beverages and Tobacco in Latin America

Dec 2022

Ageing, urbanisation and migration continue to be major factors shaping the global population. The number of seniors around the world kept expanding in 2021 and is expected to grow further in the years to 2040. The number of small children is…

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