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War threatens lasting risks for Germany’s economy

Location:

GERMANY

The impact of the war in Ukraine, and Western sanctions on Russia, is already harming the economy through higher energy and consumer prices plus trade disruption. The German…

Automotive output is falling but innovation is rising

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INTERNATIONAL

Inflation will weaken disposable income, but pent-up demand will remain strong, pushing prices and profits to record levels. Meanwhile, auto makers will continue to invest heavily…

Oil demand lifts prices, but further upside is limited

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INTERNATIONAL

Rising Chinese imports and falling inventories point to demand exceeding supply at present. However, concerns over how quickly, reliably and fully oil consumption will recover…

Oversupplied platinum faces uncertain future

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INTERNATIONAL

Prices have moved within a relatively tight trading range of USD800-1,050 per ounce in recent years, moving above this briefly in 2021 and again in the wake of Russia’s invasion…

China-US driverless tech will transform urban transit

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CHINA/US

China and the United States, the world's two largest car markets, are both pursuing leadership in developing autonomous vehicles and the much-touted transformation such transport…

Prospects for manufacturing in 2020

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PROSPECTS 2020

The prospects for manufacturing in 2020.

Russian gas cut would hurt EU’s eastern members most

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EASTERN EUROPE

Energy exports have been Russia’s potent weapon against Europe since the Ukraine war began. When NS1 closed for maintenance in July, fears mounted that flows would not resume…

Russian household consumption is recovering slowly

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RUSSIA

This was the first acceleration after twelve consecutive declines and was driven by an 11% rise in the prices of services. The war in Ukraine has exposed Russia’s consumers to…

Prospects for Argentina in 2020

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PROSPECTS 2020

Prospects for Argentina in 2020.

Cobalt investments will struggle to meet longer demand

Location:

INTERNATIONAL

Prices peaked at USD94,000 per tonne in March 2018 but fell below USD36,000 by January 2019, a level where they have largely stayed, as changes in battery technology and…