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Macroeconomics, risk and global trends reports
Six themes that will shape the global oil market to 2035
Within this insight we explore the following themes: (1) US tight oil – how big and at what cost? (2) Tight oil vs deepwater: costs for conventiona...
Security in a post-FARC Colombia
The announcement of a bilateral ceasefire on 23 June between Colombia's Revolutionary Armed Forces (FARC) and the government suggests that a peace ...
Metals and Mining Thought Leadership: How might demand growth and carbon reshape markets?
The energy transition is transforming demand for metals and mined commodities. Expanded supply - including new sources and new technologies - will ...
Mexico braces for economic fallout of a Trump presidency
The Mexican economy would bear the full brunt of the incoming Donald Trump administration should the new US president act on campaign promises to t...
Millennials vs Baby Boomers: why US consumption growth will remain stubbornly low
To understand the US consumer you must understand US demographics. Two generations dominate US population – the ‘Baby Boomers’ and the 'Millennials...
Emissions reporting: An introduction
Greenhouse gas emissions reporting has become an important part of company disclosure in recent decades. Much of this has been done through a varie...
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