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Copper is the New Oil
A surge in green capex—combined with the lack of copper mining projects—will lead to a multi-year bull market in copper, explains Goldman Sachs Research’s Nick Snowdon.
The Beginning of a Structural Bull Market for Commodities
Damien Courvalin, head of Energy within the Commodities Research team for Goldman Sachs Research, discusses his team’s latest outlook for commodities and why they’re raising their returns forecasts.
A Sea Change for the Global Shipping Industry
The global shipping industry has a sulfur problem. Although the world’s shipping fleet accounts for just 7% of the oil used by the transportation sector, it generates 90% of its sulfur emissions, contributing to respiratory and cardiovascular diseases in humans. With a new cap on marine fuel sulfur emissions set to take effect in 2020, there could be a significant impact across multiple sectors. Watch Video
The New Oil Order: On Hiatus
The shift from a lower-for-longer to a higher-for-now oil price environment is set to continue this year says Goldman Sachs Research’s Jeff Currie, but the “New Oil Order” story isn’t over. Watch Video