Energy & Commodities Research Reports

Citi 2026-09-18

Vale (VALE.N) CEO Roundtable: Iron ore in the cost curve and other takeaways

Company Report EN 11 Pages

JPMorgan 2026-09-18

High Yield Energy: Fracking Credit – JPM High Yield Energy Weekly

Industry Report EN 47 Pages

Bernstein 2026-09-14

Global Metals & Mining: Copper inventories and the final chapter of tariff risk?

Industry Report EN 21 Pages

Barclays 2026-09-11

Post Summer Catch-Up On Industry Headlines

Industry Report EN 10 Pages

Morgan Stanley 2026-09-08

European Steel & Aluminium Policy Roadmap

Industry Report EN 16 Pages

JPMorgan 2026-09-05

Brazil Iron Ore & Steel: Secex August Data: Imports Weak, Exports Strengthen

Industry Report EN 12 Pages

JPMorgan 2026-08-17

Energy Infrastructure/MLPs Weekly: Midstreamers Largely Beat in 2Q; KMI Sanctions Western Gateway; Comps; News Flow; Midstream Leads Market

Industry Report EN 24 Pages

Goldman Sachs 2026-08-14

Japan Focus of the Week: Q2 GDP, July National CPI, July Trade

Economic Report EN 10 Pages

JPMorgan 2026-08-14

High Yield Energy: Fracking Credit – JPM High Yield Energy Weekly

Industry Report EN 47 Pages

Goldman Sachs 2026-08-04

Energy Price Rebound Risks Reviving EM Inflation Concerns

Industry Report EN 33 Pages

Goldman Sachs 2026-08-04

The Volatility Arbiter: How China Policy Shapes Global Commodity Risk

Market Report EN 11 Pages

JPMorgan 2026-08-02

Asia Edge: Debt buybacks and inflation risks

Economic Report EN 6 Pages

JPMorgan 2026-07-29

Credit Bulletin: Deleveraging and Growth Story Intact Despite Leadership Churn

Market Report EN 11 Pages

JPMorgan 2026-07-24

Aluminium Dashboard: Prices fall materially on supply growth fears, despite deficit markets; visible inventory remains elevated ahead of a looser 2027/28 balance

Market Report EN 31 Pages

Morgan Stanley 2026-07-24

EA macro and the energy shock, where do we stand?

Economic Report EN 12 Pages