Energy & Commodities Research Reports

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

Morgan Stanley 2026-07-10

Crude Oil → Fed Policy Pricing → UST Yield Linkage Returns

Industry Report EN 11 Pages

Citi 2026-06-26

Aker BP (AKRBP.OL): Feedback on CW Centers on 2Q Being Too Early for a Dividend Raise

Company Report EN 13 Pages

Goldman Sachs 2026-06-26

CHINA SOLAR: TRACKING PROFITABILITY INFLECTION: Jun-26: Persistent upstream pricing softness against worsening inventory expectations

Industry Report EN 11 Pages

Barclays 2026-06-25

Global forecasts: Updated forecasts for global bond yields, WTI, Brent, global equity indices, select FX/EM currency pairs and key economic forecasts, including GDP, inflation, debt and interest rates.

Economic Report EN 14 Pages

JPMorgan 2026-06-21

JPM Shale Land Rig Analysis: Analyzing Activity Trends by Operator, Basin, and Drilling Contractor: Land Rig Activity Rises by a Whopping +11 Rigs

Economic Report EN 31 Pages

JPMorgan 2026-06-21

European Chemicals: Weekend Chemical Reactions

Industry Report EN 17 Pages