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Our market outlook

These are some of the global trends that we think will bring opportunities and risks to our portfolio in the short, medium and long term.

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Read our 2021 half year global economic and commodity outlook

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Disclaimer

Data and events referenced in this report are current as February 2, 2021. The data is compiled from a wide range of publically available and subscription sources, including Bloomberg, Platts, Wood Mackenzie, CRU, Thomson Reuters, Argus, CREIS, Fertecon, FastMarkets, SMM, AME, Parker Bay, MySteel, LME, COMEX, SHFE, ICE, DCE, SGX and I.H.S Markit, among others.


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