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Your guide to a disrupted world
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The government needs to assure overseas capital that the country is a safe and secure place to invest
Region risks becoming manufacturing museum unless it can secure supply of critical metals
Decarbonisation will add to demand for water, which is already seeing rising scarcity levels in some regions
Buyers need to create common standards and metrics to govern extraction process
Non-constituents of main indices such as European natural gas and German power have soared
More regimes are turning the screws on foreign ownership of resource projects, but lessons can be gleaned from past episodes
We can increase reliance on authoritarian regimes or take bold action to close the supply and demand gap for critical minerals
Brussels needs to deliver an effective industrial policy to shore up its metals sector
You can’t phase out or phase down something that is critical to the energy needs of billions of people
Businesses need clarity around regulation, taxes and net-zero targets
Shift is going to be determined by availability of commodities as well as related infrastructure
Curtailed investment in steel sector has tightened supply at a time when demand is booming
Unexpected consequences of climate change and net zero policies are affecting the world beyond commodities
Excessive export taxes will hit the farmers’ ability to invest in production and stifle output
Governments should implement policies that both encourage investment and fill state coffers
Bankruptcies and disasters could hit the taxpayer as well as having social consequences
As pressure increases on closing oil and gas assets, the sector needs to take back the initiative and plan for retirement
Prices set to remain high for years but for less than a decade, as pace of demand eases
Transparent standards and a liquid carbon market could play a role in climate transition
G7 leaders need to define rules that integrate our shared values and promote transparency
New waves of social opposition set to hit the industry may change it for the better
Governments will have to force through extremely unpopular measures to curb emissions by 2030
Consumption and production patterns need to change in the energy transition
Most of the factors driving the recent bull market are temporary in nature
High auction prices risk increasing consumers’ energy costs or reducing investor returns
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