War has catapulted energy security to the very top of the political agenda. Russia’s invasion of Ukraine was a geopolitical quake, the shockwaves of which will be felt for decades. What are the consequences of the war for commodities? How can governments, companies and investors respond to the changing energy landscape? How will they react to investment oppo ... Show More
Mar 2023
The Great Reopening: What The End of China’s Zero-Covid Strategy Means For Global Energy And Natural Resources
As Covid-19 restrictions lifted around the world and countries stopped reporting on case numbers, the events of 2020 and 2021 faded further into our collective memory. Against the threat of looming recession and a war in Europe, it was easy to forget the turmoil brought on by the ... Show More
31m 37s
<p>While China’s policy objectives strive for common prosperity, the country’s strict COVID management poses risks to employment and income, so when might Chinese policymakers start to reopen and recover?</p><p><br></p><p>----- Transcript -----</p><p><br></p><p>Welcome to Thought ... Show More