International
Supply woes offset soft demand to lift copper prices
Multiple supply-side uncertainties are offsetting weaker demand from China to support the copper price
InternationalShips’ safety off Yemen will depend on US-UK air power
US-UK airstrikes in Yemen aim to support freedom of navigation as Huthis fail to limit attacks to Israeli interests
InternationalNatural gas prices are set to moderate further in 2024
Despite a resurgence in Asian LNG demand, gas markets look well supplied amid warm winter temperatures
InternationalLong Red Sea crisis would absorb shipping overcapacity
Shipping freight is in a cyclical downturn, but attacks on ships in the Red Sea cast the outlook in uncertainty
InternationalClimate finance will grow but huge challenges persist
The COP28 aims of “transitioning away” from fossil fuels and tripling renewable energy capacity require huge investment
InternationalEquity markets are more vulnerable than bond markets
The Fed's shift to a slightly more dovish stance exacerbates the growing disconnect between markets and economies
InternationalInert anodes offer aluminium decarbonisation advance
Inert anodes will be key to aluminium decarbonisation but large-scale firm renewable power supplies will still be needed
InternationalCentral bank policies diverge amid political strains
The US Federal Reserve is notably further ahead than the ECB or Bank of England in considering rate cuts next year
International
