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Commodities
Physical goods such as energy (oil, gas, renewables), metals, and agricultural products traded in global markets.
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End-use Prices Data Explorer
The End-use Prices Data Explorer, provided by the International Energy Agency, tracks global energy prices across sectors like industry and transport. It helps finance professionals assess the impact of energy costs, taxes, and subsidies on market competitiveness and investment risks.
Gas reserve mechanisms and flexibility options: Enhancing gas supply security in a changing global market
This report examines mechanisms to enhance gas supply security, including physical reserves, commercial flexibility, and policy tools. It analyzes the transition to an interconnected, geopolitically complex market, advocating for international cooperation, strategic buffers, and innovative contracting to mitigate future supply disruptions and extreme price volatility.
Preventing Delays to Permitting for Critical Mineral Projects
A report by the IISD and IGF exploring how governments can streamline permitting for critical mineral mining projects to support the energy transition while protecting communities and human health.
Human rights and conflict in mineral supply chains: An Investor Guide
This research explores human rights and conflict risks in mineral supply chains, focusing on artisanal and small-scale mining. It outlines demand surges for critical minerals, the limitations of current regulatory frameworks, and provides guidance for investors to implement heightened due diligence and promote responsible sourcing practices across global portfolios.
Shifting ground: Human rights, Chinese investment and the rush for transition minerals
This report analyses 326 allegations of human rights and environmental abuses linked to Chinese overseas transition mineral investments between 2023 and 2025. It identifies Indonesia as the primary hotspot and highlights critical risks in extraction and processing, while offering recommendations for governments and companies to ensure a just transition.
Sand and sustainability: An essential resource for nature and development
This report identifies sand as the world's most consumed solid material, with 50 billion tonnes extracted annually. Valued at USD 569.4 billion in 2024, the market threatens biodiversity and ecosystems. The document provides 24 strategic recommendations to treat sand as a strategic national asset and improve environmental oversight.
Life cycle assessment for cotton (country averages, organic, regenerative, recycled)
This research provides regional life cycle assessment data for cotton cultivation and recycling across key global regions. It identifies environmental hotspots, such as nitrogen fertiliser emissions and electricity consumption, while integrating additional sustainability criteria like soil health, biodiversity, and human rights through an LCA+ approach.
Miracle crops? Limited potential, serious risks: the environmental case for caution on intermediate and degraded-land biofuel crops in Europe
This T&E report evaluates intermediate and degraded-land crops for EU biofuels. It finds limited domestic supply potential and significant environmental risks, including emissions from fertilisers and land-use change. T&E recommends strict safeguards, a 70% greenhouse gas saving threshold, and prioritising these fuels for the aviation sector only.
Battery circularity: Innovation trends for a future source of critical materials
This report examines global innovation trends in battery circularity and critical metal refining. It highlights a surge in patenting activity since 2017, led by Asian companies. The analysis covers policy drivers, recycling technologies, and the role of secondary supplies in enhancing supply chain resilience and environmental sustainability.
Critical minerals – The power factor in commodities
This report explores critical minerals as a structural theme rather than a cyclical trend. It highlights that bottlenecks in downstream processing and high geographic concentration, particularly in China, create strategic vulnerabilities. For investors, value-chain-based assessments are prioritised over short-term price movements to navigate this lasting global economic transformation.
Rare earth elements: Pathways to secure and diversified supply chains
This International Energy Agency report assesses global rare earth supply chains and vulnerabilities. It highlights China's dominance, the USD 6.5 trillion economic risk from potential disruptions, and provides eight strategic recommendations to achieve secure, diversified, and resilient supply through international coordination, increased investment, and innovation in recycling and demand-side technologies.
Progress report of China’s National Carbon Market (2026)
China’s 2026 carbon market report details the expansion of the National ETS into steel, cement, and aluminium sectors. It highlights record trading volumes, the entry into force of the Ecological and Environmental Code, and the use of AI-driven digital infrastructure to support carbon neutrality goals.
India’s critical mineral imports in 2025 and a shift towards supply diversification
This report examines India’s dependence on critical mineral imports for its clean energy transition. It analyses trade dynamics for cobalt, copper, graphite, lithium, and nickel, highlighting a strategic shift towards supply diversification. Significant risks arise from geographical concentration, prompting India to seek resilient partnerships with various global suppliers.
U.S. Drought Monitor
A weekly tool monitoring drought location and severity across the U.S., produced by the NDMC, USDA, and NOAA. It offers essential data for assessing agricultural risk and water stress.
Digging mining out of diesel dependence: Short-term options to enhance fuel and future-proof industry
This report examines Australia's mining industry's heavy reliance on diesel and identifies short-term efficiency improvements to reduce consumption by 10–20%. It highlights critical roles for coal and iron ore sectors, explores barriers like the Fuel Tax Credit system, and proposes policy reforms to enhance national fuel security.
Global warming and the National Cattlemen’s Association 1986–1996
This research examines the National Cattlemen’s Association’s response to global warming evidence between 1986 and 1996. The organisation prioritised strategic communications and public relations over production changes to mitigate methane emissions. By reframing scientific findings and challenging critics, the NCA aimed to protect beef demand and industry interests.