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Blog
2 min read
Chart Room: Pole position for China’s electric autos
Despite rising materials costs, supply bottlenecks, and cloudy global macro conditions, China’s electric vehicle sector still looks charged for growth.
Article
2 min read
Chart Room: Russia’s war in Ukraine is making metals more precious at any price
Russia’s invasion of Ukraine is causing severe disruption to European commodity markets, exacerbating low inventories and threatening outright shortages.
Article
4 min read
A test of metal: Decarbonising steel
We regularly engage with steelmakers on their plans to reduce direct emissions, and with miners on the emissions that arise from processing iron ore.
Blog
2 min read
Chart Room: An uneven supercycle for commodities?
Most commodity prices have been strong this year, spurring talk of a potential supercycle. But the returns could be more dispersed from here.
Article
15 min read
Uncharted waters: Creating an ESG investment checklist through water sustainability
Uncharted waters: Creating an ESG investment checklist through water sustainability
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