Manufacturing
US tariffs will reduce world trade, especially in 2026
The Republican campaign vow to charge tariffs on all US imports raises the prospect of markedly higher tariffs globally
InternationalGas promises offer Mozambique some cause for optimism
The oil majors have signalled their intention to move ahead with Mozambique’s much-delayed flagship gas projects
MozambiqueBahrain will sell further stakes in major companies
Bahrain has agreed deals that reduce its stakes in its aluminium and hydrocarbon sectors
BahrainUranium supply will not meet demand
Uranium demand is at its highest in more than a decade and data centres are set to add to this
InternationalMarkets underprice geopolitical and economic risks
Markets reacted fairly calmly to the US election result but the October PMIs flag economic unevenness and uncertainties
InternationalFurther fiscal stimulus for China is likely this week
China’s National People’s Congress began five days of meetings today, with economic stimulus high on the agenda
ChinaLatin America’s lithium hopes may prove exaggerated
Accounting for a large share of known reserves, much of the region is hoping for an economic boost from lithium demand
Latin AmericaClimate finance is key to developing states’ prospects
The OECD and UNCTAD have released substantial climate finance reviews ahead of the COP29 summit
International
