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Monthly Metals Strategy

Industrial metals will remain subdued in the coming quarters and our price forecasts are generally below consensus estimates compiled by Bloomberg. Our view is supported by our strategy table,...

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No Resolution To Crisis

A resolution to Libya's civil war will not be forthcoming during ongoing talks between the rival governments. Short term prospects for a successful peace agreement are grim given intransigence on...

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Power Auctions Pose Upside To Solar

Brazil's announcement of two capacity auctions for solar power in 2015 supports our positive outlook for investment in the market and creates upside potential to our 5-year forecast for Brazil's...

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