Key Analysis

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Our Key Themes For 2015

The end of the oil boom will deal another blow to Latin America's commodity-fuelled growth story. Combined with a tepid outlook for industrial metals demand and prices, 2015 will be a difficult year...

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Labour Disputes Pose Long-Term Risk

A strike by oil workers in Gabon poses a serious threat to the country's economic stability. The government will be forced to negotiate, but labour relations will remain a serious concern over the...

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5 Themes For 2015: Power & Renewables

We see volatility in energy commodity prices (coal, oil and natural gas) persisting in 2015, which in turn will impact the growth trajectory of different technologies and fuels, including renewables.

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