17 January 2020
Global dividends are predicted to grow by 5.5% to $1.9tr in 2020 despite headwinds such as Brexit and the US-China trade war.
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Research and Analysis
Find timely insights, commentary and special reports from industry leading experts and analysts.
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17 January 2020
In this Animal Pharm report, we chart the evolution of healthcare in intensive aquaculture from its inception to the present day and give our...
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16 January 2020 William Farmer
Al-Shabaab assault on airfield indicates broadening of target set to include military installations in Kenya and Somalia
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16 January 2020 Brian Lawson
After record Euro-issuance last week, markets remain highly-active with six sovereign syndicated bond deals: Saudi Aramco grew its IPO 15%
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16 January 2020 Nicholas Godec, CFA
Over the past few months, the market has paid keen attention to credit positioning within high yield, particularly to BB-rated debt versus all...
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16 January 2020
Tokyo Stock Exchange Holiday – December 31, 2019 – January 5, 2020
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16 January 2020 Brandon Savisky
2019 oil prices had their ups and downs, but the sentiment overall from a sub-segment of the upstream industry is steady.
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16 January 2020 Fotios Katsoulas
In 2017, producers across the Middle East supplied around 74% of crude oil flows to South Korea, with their share having dropped to 68% in 2018...
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15 January 2020 Ken Wattret
Consumer spending remains the bright spot in a difficult period for the eurozone economy, helped by hitherto low inflation rates.
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15 January 2020 Carlos Caicedo
Brazil’s fiscal reform likely to lose momentum in 2020 given president’s lack of engagement with Congress
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15 January 2020 David Owen
South Africa’s private sector stumbled at the close of 2019, with output contracting amid a heightened round of “load shedding” that caused significant...
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14 January 2020 John Mothersole John Anton
What will the market look like in 2020 for metals?
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14 January 2020 Daejin Lee
China's 2019 coal imports were up 6.3% compared with 2018 levels, while December’s imports tumbled nearly 73% to 2.77 million tonnes.
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14 January 2020 Fotios Katsoulas
OPEC seems to be determined to do all they can to support crude oil prices, with their production having dropped further in December.
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13 January 2020
The coronavirus epidemic in China is making global headlines, and there is huge uncertainty about what the potential scale of the crisis could...
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13 January 2020 Chris Williamson
The latest GDP data add to signs that the UK economy stagnated at best in the fourth quarter of last year
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13 January 2020 Steven Frable
Economic studies ascribe a range of effects (positive and negative) to higher minimum wages. We take a close look as 26 states make adjustments....
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13 January 2020 Fotios Katsoulas
Brazil’s crude oil production has remained strong since November, when it reached a new record high, according to the National Petroleum Agency....
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13 January 2020 Nitin Budhiraja
Vehicle production in Turkey stood at 1.46 million units in 2019, down by 6% year on year (y/y)
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10 January 2020 Daniel Kral
The timing and nature of the decision are highly unusual, while the reasoning is not entirely clear.
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10 January 2020 Yanyu He, Ph.D
On the demand side, India is arguably the second most important market after China, in terms of driving LPG demand growth
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10 January 2020 Sian Jones Rajiv Biswas Ken Wattret Chris Williamson
The week sees a wealth of key official data releases that will add to our knowledge of how the World’s major economies fared in the closing months...
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10 January 2020
Production has far less of an impact on human-grade food production than its critics make out, with almost 90% of feed for beef production made...
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10 January 2020 Annabel Fiddes
The latest KPMG and REC survey data, compiled by IHS Markit, showed a renewed upturn in overall UK recruitment activity at the end of 2019. Permanent...
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09 January 2020 Brian Lawson
A record USD3 billion sale by Israel along with successful sovereign debt sales by Slovenia, Ireland and Portugal.
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09 January 2020 Coralie Laurencin Alun Davies
Winds of change blew across Europe’s gas and power markets in 2019.
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09 January 2020 Tomasz Brodzicki, Ph.D.
The current escalation of tensions with the US will adversely affect the Iranian economy and its trade relations and could destabilize the Middle...
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08 January 2020
Amount to be used to provide subsidies for buying eco-friendly vehicles and for setting more charging stations
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08 January 2020 Allen Wang
Southeast Asian economies have grown on average by 4% to 7% per annum since the start of the decade.
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08 January 2020 Tim Urquhart, B.A.
Tesla plans production of up to 500,000 upa at new German plant
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08 January 2020 William May
European gas prices plummet on pipeline deal, before US-Iran tensions boil over at the week's end
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08 January 2020
In early December, IHS Markit was named Best Corporate Actions Data Provider in the Data Management Insight Awards. Published by the influential...
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08 January 2020 Tom Jackson
A trend of weaker population growth overall and a decline in natural population increase has negative implications for economic growth at both...
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07 January 2020 Asad Ali
Singapore's election likely in March 2020, followed by ruling party leadership transition, but policy continuity almost certain
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07 January 2020 Laura Sima
Recent research shows that the E&P sector is experiencing a ‘crisis of perception.’ What does this mean for investors in the...
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07 January 2020 Chris Williamson
Worldwide growth accelerated for a second successive month in December, according to the latest PMI surveys, registering the strongest monthly...
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06 January 2020 William Sheridan
On December 27, 2019, the IRS released final regulations (TD 9890) under Chapter 3 and Chapter 4 relating to a number of information reporting...
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06 January 2020
Automotive Industry Leaders Join IHS Markit in Key roles; Joe Kyriakoza and David Mondragon Hired to Drive Integral New Client Solutions
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06 January 2020
Saudi Aramco is on a mission to become a leading chemicals player, as well as a top energy company.
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06 January 2020 Harumi Taguchi, M.A.
Stimulus package including supplemental budget likely to mitigate downside risks, boost support for Abe administration in Japan
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06 January 2020 Chris Williamson
Global manufacturing activity remained broadly unchanged in December, according to PMI survey data, improving only fractionally for a second...
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06 January 2020 Paul Smith, Ph.D. Joseph Hayes
We have updated our Q4 2019 nowcasts today following the publication of December's PMI surveys
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06 January 2020 Rajiv Biswas Ken Wattret Chris Williamson
The first full week of 2020 looks set to kick off the year with a bang and is busy with economic data releases. Trends across retail sales, industrial...
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06 January 2020 IHS Markit Energy Expert
In a move seen as protecting existing power plants that have trouble competing in the PJM Interconnection market, FERC on December 19 directed...
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03 January 2020 Sam Pierson
Global revenue falls 6.3% to $10.1 billion
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03 January 2020
IHS Markit reviews the performance of the leveraged loan market through out 2019.
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03 January 2020
In the run-up to CES, our team of automotive analysts at IHS Markit have included a summary of expected highlights and key figures for areas...
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03 January 2020
New Study by Global Energy Institute Puts Impact of Fracking Ban at $7.1 Trillion Over Four Years
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02 January 2020 Brian Lawson
Recent data shows Euro-denominated debt issuance at near-record levels, but IPO deal numbers fell roughly one-fifth in 2019.
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02 January 2020 Langelihle Malimela Ege Seckin Deepa Kumar Chris Suckling, Ph.D.
How will several political developments in selected emerging markets impact on capital flows such as private investment, bank lending, and trade....
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02 January 2020 William May
The six-week rally slowed last week as markets wait for direction in 2020
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02 January 2020
World merchandise trade volume is forecasted to grow 2.7% in 2020, and to grow by 5.0% in 2021.
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31 December 2019 Kathleen Navin, CBE Ben Herzon, Ph.D.
According to our Monthly GDP Index, monthly GDP rose 0.1% in November
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30 December 2019 IHS Markit Energy Expert
Financially, 2019 was a difficult year for the pumping suppliers and unfortunately, the fourth quarter did not allow them to end on a high note....
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27 December 2019 IHS Markit Energy Expert
Our experts take a walk down memory lane with us as we explore their 2019 expectations for upstream oil and gas markets.
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27 December 2019 Sophie Cairns
China’s young biosimilars market is taking off, with a raft of approvals of domestically-developed biosimilars expected in the next few years....
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27 December 2019 Kari Pries, Ph.D.
Transport networks, small and medium-sized businesses in Guatemala face extortion demands from expanding range of criminal actors
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27 December 2019 Rajiv Biswas Nariman Behravesh, Ph.D. Ken Wattret Chris Williamson
The coming week brings in the New Year, so we dedicate our special report this week to a summary of the main economic projections for the year...
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24 December 2019 Joel Prakken, Ph.D.
Policy pivots, strong consumer fundamentals, and “de-risking” portend a prosperous new year
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24 December 2019 William May
Less uncertainty on trade supports rebounding commodity prices
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24 December 2019 Chris Suckling, Ph.D.
Kenyan MSMEs to benefit from reduced taxation in 2020 but capital constraints to limit private-sector performance
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23 December 2019 Chris Suckling, Ph.D.
Ethiopia to finalize foreign investment framework for aviation, energy, and telecommunications, but banking excluded
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23 December 2019 Rebekah Bostan Ismini Katsimpardi
The future of the Equatorial Guinean (EG) LNG facility on Bioko Island seemed in doubt over 2018, however into 2019 there has been a reversal...
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20 December 2019 Rajiv Biswas Ken Wattret Chris Williamson Bernard Aw
The following is an extract from IHS Markit's latest Week Ahead Economic Preview. For the full report (including Special Reports) please click...
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20 December 2019 David Li
Large-scale but peaceful protests likely in 2020 across Thailand because of opposition-candidate disqualification and economic slowdown
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20 December 2019 Raoul LeBlanc
North American shale is expected to hit an inflection point in 2020.
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20 December 2019 Robert Chambers IHS Markit Energy Expert Hong Shien Lee
The future of oil and gas in Indonesia: the potential to transform resources into production, including understanding the key basins to focus...
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19 December 2019 Joel Prakken, Ph.D. Ben Herzon, Ph.D.
Suspension of 737 MAX production to reduce Q1 GDP growth by 0.5 percentage point
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19 December 2019 Mrs. Silvia Rey Gomez
An overview of interpreting production data using rate transient analysis
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19 December 2019
With the recent announcement of an extended preparation period for those smaller entities needing to post initial margin (IM) under the uncleared...
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19 December 2019 Kashyap Sheth
As the new compliance schedule for IM requirements on non-cleared derivatives comes into force, IHS Markit’s director, derivatives data and valuation...
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19 December 2019 Petya Barzilska John Raines, Ph.D. David Li Chris Suckling, Ph.D.
As the World Trade Organization’s (WTO) Appellate Body (AB) ceases to function, around 88 trade disputes are very likely to remain unresolved....
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19 December 2019
There has been intense debate by various market and industry participants around CSDR, including the regulation's content, the underlying intention...
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19 December 2019
Listen to 2019 lithium interesting themes and a look ahead to 2020.
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18 December 2019 Brendan Melck
New originator biologics are being added to the reimbursement list in Poland, but they are simply not reaching a sufficient number of patients....
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18 December 2019 Kevin Birn Cathy Crawford
Interest in understanding GHG emissions that result from the extraction, through to end-use of crude oil has been increasing.
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18 December 2019 IHS Markit Automotive Expert
Ola signs up over 10,000 drivers ahead of London launch
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18 December 2019 Chris Williamson
Some of the confusion over varying US survey signals was lifted after official data showed manufacturing output rebounding
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18 December 2019 William May
The US-China 'phase one’ trade deal' reduces tensions and improves the mood in markets
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18 December 2019
This report summarizes our dividend expectations for FY19 for EMEA
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18 December 2019
Ordinary dividends paid by companies in Asia Pacific are set to end the year at a record of USD 524.2bn.
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17 December 2019 Bernard Aw
Japan’s private sector economy is poised for its first quarterly decline in more than three years, after December flash PMI data indicated a...
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17 December 2019 Ian Fletcher
EU passenger car registrations grow 4.9% y/y during November – ACEA
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17 December 2019 Nariman Behravesh, Ph.D.
What's coming in 2020? Global growth will expand at a rate of 2.5 percent in 2020 before edging up to 2.7% in 2021 and 2022.
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17 December 2019 Timothy Stephure Etienne Gabel David Crisostomo
On 20-22 November in Monterrey, Mexico, IHS Markit team members Etienne Gabel, Tim Stephure and David Crisostomo delivered the training "Gas...
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16 December 2019 Chris Williamson
Business activity, order book and jobs growth all accelerated to five-month highs in December, according to flash PMI data
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16 December 2019 Chris Williamson
The Eurozone economy closed out 2019 mired in its worst spell since 2013
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16 December 2019
Urges investors to invest in factories to produce battery chemicals as well as factories that make batteries
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16 December 2019 Chris Williamson
December’s PMI survey data sadly lacked festive cheer, indicating that the economy contracted for the third time in the past four months. With...
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13 December 2019 Sian Jones Rajiv Biswas Ken Wattret Joseph Hayes Chris Williamson Bernard Aw
The week starts with a flurry of flash PMI updates and key official data releases for the US and China, notably including industrial production....
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13 December 2019
When investing in the multi-billion-dollar chemical industry, you need to understand the complexity to evaluate the risk.
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13 December 2019
Lloyd Nicholls and Ankush Zutshi outline practical considerations of how crypto assets and technology can emerge in a regulated environment.
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13 December 2019 Jamal Amir
New vehicle sales in the Philippines jump 10% y/y in November
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13 December 2019 Lewis Cooper
The ASEAN manufacturing downturn extended into the middle of the fourth quarter, with operating conditions deteriorating for a sixth month running...
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13 December 2019
The Natural Gas Supply Association (NGSA) announced on December 3 that it supports a national carbon pricing policy, becoming what it believes...
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12 December 2019 Tozar Gandhi
In this month’s blog we review how low interest rates have been a big factor in fueling an increase in Taxable muni issuances for refunding Tax...
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12 December 2019 IHS Markit Expert
ERCOT has released its December CDR Report, which includes planning reserve margins for the next five years.
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12 December 2019 Sam Pierson
Proxy voting and exercising corporate governance responsibilities can work in tandem with securities lending
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11 December 2019 Tania Rodrigues
Discussions around collaboration and precision medicines from ISPOR Europe
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11 December 2019 William May
More positive data points help to propel prices to a third week of gains
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11 December 2019 Brandon Savisky
IHS Markit recently published the results of our latest survey of the proppant industry.
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11 December 2019 Tim Urquhart, B.A.
Germany overtakes Norway as Europe’s biggest EV market
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10 December 2019 Chris Williamson
A look at data quality, and if ‘normal’ people participate in surveys
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10 December 2019 Ian Fletcher
Norwegian passenger car demand tumbles 18.5% y/y during November
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10 December 2019 Jenny Yang
On 21 November 2019, IHS Markit delivered the second workshop for the “Hydrogen the Enabler: Meeting China’s Energy Challenge?” multi-client...
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09 December 2019 Fotios Katsoulas
Brazil's crude oil production has continued to bounce back last month, with operations at the Mero Field having restarted.
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09 December 2019 Chris Williamson
At 51.5 in November, the JPMorgan Global PMI™ (compiled by IHS Markit) rose to a four-month high
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09 December 2019 Chris Williamson
Worldwide growth picked up in November, led by the fastest manufacturing expansion seen so far this year. Key sectors such as autos and machinery...
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06 December 2019 Brian Lee
2019 saw stable styrene prices and lower margins but a big change will soon arrive.
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06 December 2019 Sian Jones Rajiv Biswas Raj Badiani Ken Wattret Joseph Hayes Chris Williamson Bernard Aw
The following is an extract from IHS Markit's latest Week Ahead Economic Preview. For the full report (including Special Reports) please click...
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05 December 2019 Brian Lawson
In the first week after Thanksgiving, two borrowers raised perpetual debt and several others obtained longer-dated liabilities.
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05 December 2019
Over the month of November, the US Treasury curve widened. The table below summarizes weekly and monthly performance across the curve, followed...
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05 December 2019 Camron Barati
An overview of global ground-mounted PV installations.
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04 December 2019 William May
Better news on manufacturing is providing some support for commodities.
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04 December 2019 Fotios Katsoulas
Nigeria’s compliance has improved since August, production of crude stood close to 1.8 million b/d in October, much lower than the 1.96 million...
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04 December 2019 Chris Williamson
UK business activity contracted for the fifth time in the past six months during November
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04 December 2019 Andrew Harker
Zambian economic output is being held back by shortages of power and money
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04 December 2019 Ian Fletcher
Irish passenger car demand rises 19.1% y/y in slow November
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04 December 2019 Andrew Eisen
Research from TABB Group earlier this year found that use of public cloud within financial services was poised to accelerate in 2019. These findings...
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03 December 2019 Brian Lawson
ICMA’s AMIC conference on 27 November considered the EU’s efforts to establish an “Ecolabel” for environmentally-friendly investment vehicles. ...
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03 December 2019 Byron McKinney
Shipping is a crucial component of trade finance and anything that impacts the regulatory or financial standing of a vessel, a vessels ownership...
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03 December 2019 Fotios Katsoulas
There are only days left till OPEC’s next meeting, with all eyes now on Russia’s response.
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03 December 2019 Nitin Budhiraja
China targets NEVs to become 25% of total car sales by 2025
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03 December 2019 Chris Williamson
Global manufacturing activity increased for the first time in seven months in November, according to PMI survey data, albeit improving only fractionally....
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02 December 2019
Alex Golbin reviews possible solutions to the existing due diligence challenges facing financial institutions.
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02 December 2019 Milena Izmirlieva
Danger for UK healthcare spending may not be from rising drugs prices or from reducing the ability of the NHS to negotiate drug prices but from...
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02 December 2019
US imports from China in 2017 reached over 70.5 million tonnes and exceeded 75.2 million tonnes in 2018. We predict lower growth rates in 2019...
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02 December 2019 Jenny Yang Anna Galtsova
Five and a half years after signing the sales and purchase contract, first gas from the Power of Siberia pipeline project has finally been delivered...
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29 November 2019 Sian Jones Rajiv Biswas Joseph Hayes Chris Williamson Bernard Aw
Week Ahead Economic Review: Week of 2 December
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29 November 2019 Jamal Amir
Vehicle production in Thailand plunges 22.5% y/y in October, exports decline 8.3% y/y
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28 November 2019 IHS Markit Automotive Expert
5G driverless microbus begins trial operations in China
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28 November 2019 Matthew Shruhan Jenny Yang
Impact of China’s tariff increase from 10% to 25% on LNG imports from the US, a commodity once hoped would ease trade tensions between the two...
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27 November 2019 William May
Commodity prices finally join other asset classes in increasing
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27 November 2019 Steven Knell, Ph.D.
Over the course of the past five years, the use of environmental, social and governance (ESG) metrics and targets has moved in from the periphery...
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27 November 2019 Brian Lawson
This week’s clear highlight is China’s return to the dollar bond market with a substantially-oversubscribed four-tranche issue.
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27 November 2019 Kathleen Navin, CBE Ben Herzon, Ph.D.
According to our Monthly GDP Index, monthly GDP rose 0.2% in October
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27 November 2019 Nitin Budhiraja
London transport authority refuses to renew Uber’s licence
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26 November 2019 Cinnamon Edralin, BA
An overview of floating drilling rigs
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25 November 2019 Nitin Budhiraja
Dubai extends free EV charging incentive to 2021
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22 November 2019 Sian Jones Rajiv Biswas Ken Wattret Joseph Hayes Chris Williamson Bernard Aw
Geopolitical risks remain at the forefront of investors’ minds, meaning trade wars, Brexit and UK politics and escalating tensions in Hong Kong...
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22 November 2019 Chris Williamson
A welcome upturn in the headline index from the flash PMI adds to evidence that the worst of the US economy’s recent soft patch may be behind...
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22 November 2019 Bernard Aw
November flash PMI data point to growing risk of the Japanese economy falling into a decline during the fourth quarter, with both business activity...
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22 November 2019 Chris Williamson
With an upcoming general election adding to Brexit-related uncertainty about the outlook, it was no surprise to see UK businesses report falling...
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22 November 2019 Chris Williamson
The eurozone economy was becalmed for a third successive month in November
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22 November 2019 Paul Smith, Ph.D. Joseph Hayes
Today sees a fresh set of flash PMI figures released for Europe, including our new flash series for the UK.
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22 November 2019 Vinod Raghothamarao
Like any other major industry, the oil and gas (O&G) sector is embracing initiatives to help ease its way through the rapid digital transformation...
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21 November 2019 William Farmer
New data protection law increases regulatory burden in Kenya's mobile money lending sector; more regulation likely
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21 November 2019 Yelena Shliomenzon
An overview of arbitration clauses in hydrocarbon contracts.
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21 November 2019 David Deull
After drying out in 2018, turkey prices are set to soak up a little more gravy this Thanksgiving
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21 November 2019 Nick Kovics
Australia has an of oversupply of spodumene. Lithium demand has moved sideways with growth in both North America and Europe while China has...
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21 November 2019 Stephanie Brinley, MBA Ian Fletcher
Press previews at the 2019 AutoMobility LA convention and auto show this week have included several reveals of automakers' key electrified concept...
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20 November 2019 Petya Barzilska Dijedon Imeri
Western Balkan "mini-Schengen" initiative has potential to boost trade, but will be limited to agriculture and tourism
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20 November 2019 William May
Despite positive wording coming from US-China trade talks commodity prices fell again last week
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20 November 2019
The next phase of the energy transition requires rapid reductions in GHG emissions across the economy—residential heat, transport and industry....
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19 November 2019 Arthur Dhont
Colombian government likely to struggle to implement economic policies in 2020 because of social and legislative opposition
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19 November 2019 Isaac Nuti
On the 27th of August, BP plc (BP) announced the sale of its upstream and midstream oil and gas assets in Alaska.
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19 November 2019 Brian Lawson
Sweden’s central bank has followed the recent example set by Norway’s state pension fund in divesting assets deemed to have a high carbon footprint...
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19 November 2019 Stephanie Brinley, MBA
The 2019 AutoMobility LA convention and auto show will include reveals of automakers' key electrified concept vehicles as well as traditional...
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19 November 2019 Thea Fourie Chris Suckling, Ph.D.
Over the past decade strong economic growth in sub-Saharan Africa was accompanied by resurgent commodity prices and growing demands for infrastructure...
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18 November 2019 Amritpal Virdee
This note provides the first look into the IHS Markit PMI™ Canada Export Climate Index, which tracks the international demand environment facing...
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18 November 2019
This month our analysts review some of the drivers behind the fluctuations in fertilizer market trade flows.
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18 November 2019 Chris Williamson
Despite falling in October for a second straight month, there are signs that the underlying trend in US manufacturing output is improving.
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18 November 2019 Paul Smith, Ph.D. Joseph Hayes
Our nowcast for the eurozone has been revised into growth territory, with an expansion of +0.08% forecast for the fourth quarter.
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18 November 2019 Damian Kennaby
As US-China relations dominate geopolitical news, industry attention turns towards the impending IMO specification changes. But further ahead...
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15 November 2019 Sian Jones Ling-Wei Chung Ken Wattret Joseph Hayes David Li Chris Williamson Bernard Aw
Flash PMI surveys provide the highlight of the economic calendar, with newly released UK PMI surveys meaning the flash data are now available...
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15 November 2019 Patrick Luckow
In October 2019, Pennsylvania Governor Tom Wolf issued an executive order directing the state’s Department of Environmental Protection to join...
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15 November 2019 Dijedon Imeri
Dispute over Taranto steelworks increases likelihood of nationalization but does not represent shift in Italy's industrial policy
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15 November 2019 Brian Lawson
Since late August, the negative-yielding debt stock fell USD5 trillion to USD12 trillion with France’s 10 year OAT now giving a positive yield...
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15 November 2019 Fotios Katsoulas
Colombia's state-controlled Ecopetrol plans to expand its production of crude oil in 2020, with a target to increase production by around 4%...
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14 November 2019 Chris Williamson
The following is an extract from IHS Markit's monthly PMI overview presentation. For the full report please click on the link at the bottom of...
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14 November 2019 Stephanie Rivera Nicholas Blanco Ha Nguyen
Argentina’s current environment begs the question: how will the development of Vaca Muerta be affected?
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14 November 2019 Fotios Katsoulas
South Sudan might start selling crude oil directly to its neighbours, after Ethiopia expressed its interest to buy oil from the country, in an...
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13 November 2019 James Bohnaker
Retailers have good reason to be optimistic about the upcoming holiday shopping season, but not without a hint of caution
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13 November 2019 William May
Optimism that tariffs might be selectively reduced lifted commodity prices mid-week before falling flat
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13 November 2019
Ethylene demand to GDP elasticity is being diluted by the influence of the technology and services sector and the lower impact of manufacturing....
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13 November 2019 Francis Land David Cook
The FCA published the findings of their multi-firm review into MiFID II research unbundling rules on 19 September 2019 and the headline was that...
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13 November 2019 Stephanie Brinley, MBA
The US state of California has tightened the availability of electric vehicle (EV) credits.
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13 November 2019
Opposition protests to escalate before Djibouti’s 2020-21 elections, with presidential succession and boundary disputes being notable triggers...
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13 November 2019 Diego Iscaro
Greece has unveiled an asset protection scheme aimed at helping banks to lower their non-performing loan (NPL) ratio, which is the highest in...
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13 November 2019
FERC staff’s “2019-2020 Winter Energy Market Assessment” was presented at the Commission’s open meeting on October 17, and it came to the same...
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13 November 2019 Fotios Katsoulas
Algerian crude oil loadings seem to have returned to normal levels, close to 600,000 b/d, in October. Activity has recovered, after falling in...
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13 November 2019
Aggregate dividends for Hang Seng Composite Index (HSCI) are estimated to grow by 8% to HKD 918.2 billion in 2020
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12 November 2019 Chris Williamson
News of the economy contracting for a second successive month in September has been swiftly followed by a warning of how the growing economic...
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12 November 2019 Fotios Katsoulas
Russia’s crude oil production dropped to 11.23 million b/d in October from 11.25 million b/d in September. However, the country did not meet...
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12 November 2019 Ian Fletcher
EU expects to avoid US tariffs on cars
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12 November 2019 IHS Markit Energy Expert
With natural gas production at or near record highs and flaring continuing to be far above the state’s limit of 12%, the North Dakota Industrial...
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11 November 2019
Number of diesel cars registered across the EU declined by 14.1%, to 1 million units
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11 November 2019 Chris Williamson
The latest official data show the UK economy contracting for a second successive month in September, matching business survey data.
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11 November 2019 Niamh McGovern
Offshore Ireland has over 30 years of exploration history. The last licensing round held in 2015 saw a significant increase in the interest of...
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11 November 2019 Fotios Katsoulas
Iraq has been producing below its capacity of almost five million b/d, following the production cut agreement between OPEC and ten non-OPEC producers....
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11 November 2019 IHS Markit Automotive Expert
The Japanese government is looking at offering subsidies for the purchase of compact battery electric vehicles (BEVs).
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08 November 2019 Sian Jones Rajiv Biswas Ken Wattret Joseph Hayes Chris Williamson Bernard Aw
US-China trade developments are dominating markets and the coming week will see the release of important indicators of how both economies have...
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08 November 2019 Brian Lawson
China raised 12- and 20-year funding in its first Euro-deal since 2004. Brazil sold 10-and 31-year dollar debt at its second-lowest cost to date....
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08 November 2019 Edurne Zoco, Ph.D.
On October 29th, the China National Energy Administration (NEA) released cumulative connection data for the first nine months of 2019 of 15.99...
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08 November 2019 IHS Markit Energy Expert
India is the fastest growing major economy besides China and will be the prime contributor to the Asian fuel demand growth
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08 November 2019 Fotios Katsoulas
There is no doubt that the construction of the 650,000 b/d Dangote refinery in Nigeria will be a landmark both for the oil industry in West Africa...
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07 November 2019 Fotios Katsoulas
Pemex recently announced its results for September, with crude oil production having reached 1.731 million b/d, up 24,000 b/d since August, but...
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07 November 2019 Zhi Xin Chong Vince Heo Vidur Singhal Tianshi Huang Kaori Tachibana
As with many natural gas markets around the world, Asian gas markets typically developed as natural monopolies, built around national or private...
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06 November 2019 Coralie Laurencin
Interest in renewable power projects in Spain is booming: IHS Markit expects that 2 GW of onshore wind and 4 GW of solar capacity will have been...
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06 November 2019 Rajiv Biswas
Rajiv Biswas, our Asia Pacific Chief Economist, provides his comments on the Regional Comprehensive Economic Partnership deal which will create...
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06 November 2019 Paul Smith, Ph.D. Joseph Hayes
Following this morning's release of final October PMI data for the euro zone, we provide our first comprehensive outlook for the fourth quarter...
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06 November 2019
Global chemical markets are experiencing greater uncertainty than ever before. Hindsight is 20/20.
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06 November 2019 William May
A PMI surprise, a Fed rate cut, and trade optimism failed to buoy commodity markets
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06 November 2019 Ian Fletcher
As in many EU markets, there was some impact from the shift from the New European Driving Cycle (NEDC) fuel-efficiency tests to the Worldwide...
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06 November 2019
If the trade war came to an end and the export market reopened, Chinese demand for US ethanol could increase and help to re-balance US supply-demand...
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06 November 2019 Nick Sharma Kunfeng Zhu
China aims to secure its energy supply by producing more domestic oil and gas
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06 November 2019 William Plampton Robert Chambers Frances Hulbert
The Roebuck Basin, located on Australia’s front line of hydrocarbon exploration and development, is a province turning a lot of heads.
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06 November 2019 Sam Pierson
Global markets see $2.6bn in securities lending revenue
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06 November 2019 Fotios Katsoulas
After the US oil boom, Canada, together with Brazil, is another country whose production will expand dramatically over the next decade.
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05 November 2019 Bernard Aw
Hong Kong SAR’s private sector remained mired in one of its worst downturns for the past two decades during October, according to the latest...
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05 November 2019 Ludovico Carlino Ege Seckin Columb Strack
Baghdadi's death unlikely to significantly reduce capabilities of Islamic State-aligned localized jihadist factions in Syria and Iraq
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05 November 2019
As a result of the widespread impact of the trade-war we begin with a roundup of the key players in the agricultural ecosystem and their coping...
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05 November 2019 Fotios Katsoulas
Kuwait is understood to be considering a reduction in its oil production capacity targets. OPEC’s fourth biggest producer may reduce its long-standing...
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05 November 2019 Chris Williamson
The UK PMI surveys recorded a third successive monthly contraction of business activity in October, indicating the economy is in its toughest...
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04 November 2019 Tozar Gandhi
In this month’s blog we review a couple of instances wherein uncertainty in the outcome of litigation has led to a bumpy ride for some bondholders...
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04 November 2019 Jordan Anderson Jihane Boudiaf Jack A. Kennedy
Ethiopia, Egypt, Sudan likely to resume talks over Nile dam dispute; escalation to military action highly unlikely
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04 November 2019 Milena Izmirlieva
Insights from ISPOR 2019: Challenges that payers in Central and Eastern European (CEE) countries face when trying to devise risk sharing agreement...
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04 November 2019 Paola Perez Pena David Vaucher
The resource abundance in the US of the past decade came from the relentless drive to perfect the application of horizontal drilling and hydraulic...
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04 November 2019 Brendan Melck
Germany’s health minister Jen Spahn is seeking to resolve a long-running dispute with the European Commission over fixed drug pricing rules
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04 November 2019 Chris Williamson
A recent ONS paper notes how IHS Markit UK PMI surveys show a strong correlation with official UK gross domestic product (GDP) and its manufacturing...
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04 November 2019 Fotios Katsoulas
Saudi Arabia has continued shipping crude oil to Japanese refiners without any major impact observed so far after the attacks on Saudi Arabian...
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04 November 2019 Chris Williamson
Global manufacturing activity contracted marginally for a sixth straight month in October, according to the latest PMI data from IHS Markit...
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01 November 2019 Sian Jones Rajiv Biswas Ken Wattret Joseph Hayes Chris Williamson Bernard Aw
The dovish tilt to global policy making continued in October with the US Fed cutting rates for the third time, but whether this represents the...
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01 November 2019 Bernard Aw
The manufacturing downturn in Indonesia deepened in October, sending a warning signal of a further growth slowdown at the start of the fourth...
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01 November 2019 Bernard Aw
The latest Caixin PMI painted a picture of a sustained improvement in manufacturing conditions across China during October
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01 November 2019
Tozar Gandhi receives recognition from The Bond Buyer for his contributions to the Municipal Market.
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01 November 2019 Brian Lawson
Debt markets eased only modestly after the first-round Peronist victory in Argentina’s elections but Lebanon is attracting growing adverse focus....
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01 November 2019 Dijedon Imeri
Umbria regional elections to bolster Italy’s Lega-led opposition and undermine cohesion of national government
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01 November 2019 Lewis Cooper
The Dutch manufacturing sector began the final quarter of the year on a weak footing
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01 November 2019 Andrew Harker
The Turkish economy has begun to show signs of improvement following the impact of marked currency depreciation in 2018
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31 October 2019 Fotios Katsoulas
US seaborne exports of crude oil will not surpass 3 million b/d in October, as preliminary data by IHS Markit Commodities at Sea has shown.
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31 October 2019 Bernard Aw
Official GDP data showed the Hong Kong economy contracted at its sharpest rate since 2009 in the third quarter, as signalled well in advance...
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31 October 2019 Fotios Katsoulas
Chevron has been given permission by the US government to continue its operations in Venezuela for another quarter.
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31 October 2019 Carlos Cardenas Etienne Gabel
Venezuela, which suffered massive blackouts in March of this year, continues to be affected by recurrent and significant power outages.
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30 October 2019 Tania Rodrigues
Slovakia approved legislation to curtail alleged manufacturer attempts to circumvent IRP-related price reductions by marketing unique presentations...
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30 October 2019 Callie Kolbe
Will Southern California have adequate natural gas resources available ahead of winter 2019/20?
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30 October 2019 Thomas McCartin
Markets have taken on a bearish view of the near future due to trade policy uncertainty.
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30 October 2019 Fotios Katsoulas
South Korea's crude oil imports from the US have increased by 150% year-on-year, with flows averaging 350,000 b/d between January and mid-October...
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29 October 2019 Julien Rey
In September, we issued a cross-industry IBOR Transition survey to market participants across the globe, and we presented the results via a live...
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29 October 2019 IHS Markit Energy Expert
Offshore wind is seen by many as an emerging low-carbon opportunity, where oil and gas firms can leverage competitive advantages of their already...
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29 October 2019 Fotios Katsoulas
Following an oil spill which affected more than 200 beaches across the country, state-run oil company, Petrobras, has been hit with another potential...
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29 October 2019
Chemical asset capacity forecasts for Paraxylene, Methanol, Oxo-Alcohols, Polypropylene and Ethylene
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28 October 2019 David Deull
We are forecasting Americans to spend a total of $2.7 billion on Halloween candy in 2019, the most yet
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28 October 2019 Kathleen Navin, CBE Ben Herzon, Ph.D.
According to our Monthly GDP Index, monthly GDP rose 0.3% in September
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28 October 2019 Fotios Katsoulas
Trade flows from the US to India are expected to flourish further, especially as New Delhi is trying to reduce its reliance on OPEC suppliers...
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28 October 2019 Blanka Kolenikova
Hungarian opposition's municipal election gains bolster hopes for 2022 general poll, but Fidesz government remains stable
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28 October 2019 Fotios Katsoulas
Security continues being the biggest obstacle for Libya, one of Africa’s most significant oil producers. Lack of stability and the ongoing conflict...
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28 October 2019
Learn how BC Partners, a leading alternative investment manager focused on private equity, credit and real estate across Europe and North America...
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25 October 2019 Brian Lawson
While Barbados appears to have reached agreement with international creditors, Lebanese yields indicate increasing growing debt-sustainability...
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25 October 2019 Stefan Schlag, Ph.D. Samantha Wietlisbach Adam Gao
The importance of Rare Earth Elements for key industries and the dominance of China in their global supply puts REEs at the center of power...
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25 October 2019
Exploration and appraisal drilling during 2019 has seen quarter on quarter increases; in Q3 (July – September) there were around 37 new conventional...
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25 October 2019 Sara L. Johnson, CBE Nariman Behravesh, Ph.D.
The October Global Economic Forecast Flash from Chief Economist Nariman Behravesh and Sara Johnson, Executive Director, Global Economics
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25 October 2019 Petya Barzilska
EU’s rifts on climate-policy action likely to increase environmental taxes and support for refurbishing energy infrastructure
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25 October 2019 Sian Jones Rajiv Biswas Ken Wattret Joseph Hayes Chris Williamson Bernard Aw
A busy week ahead includes the eagerly awaited FOMC meeting, manufacturing PMIs from around the world, US non-farm payrolls, GDP data from both...
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24 October 2019 Bernard Aw
The Japanese economy is at risk of contracting as business activity was hit in October following the sales tax increase which took effect during...
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24 October 2019
More recently the definition of risk models is starting to stretch and include both simpler quantitative calculations and more complex capabilities...
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24 October 2019 Chris Williamson
While an upturn in the headline flash PMI for October might add to hopes that GDP growth could accelerate in the final quarter of the year, the...
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24 October 2019 Chris Williamson
The eurozone economy remained close to stagnation at the start of the fourth quarter, according to the latest flash PMI data
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24 October 2019 Bill Mongelluzzo
Fueled by a dozen new plants and more capacity on the way, United States resin exports jumped 35 percent in the first half of the year as growing...
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24 October 2019 Fotios Katsoulas
Russia’s production of crude oil did not exceed 11.25 million b/d in first half of October, according to official data released earlier this...
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24 October 2019 Paul Smith, Ph.D. Joseph Hayes
The latest data offer a broad continuation of the trends we reported in the third quarter, with quarterly GDP growth remaining firm in France...
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24 October 2019 Chris Suckling, Ph.D.
EU proposals to establish development bank targeting sub-Saharan Africa likely to advance slowly given significant disagreements
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24 October 2019 David Masson
What are the key distinctions to look out for if you are seeking to implement a stringent oil and gas benchmarking program?
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23 October 2019
More than three years after the European Benchmark Regulation (“BMR”) entered into force, the European Commission (“EC”) has kicked off the required...
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23 October 2019 William May
The on-going slow-down in Chinese industrial activity continues to check raw material prices
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23 October 2019 Sharon Fisher
While demographic challenges are daunting, some countries are better positioned than others to live with shrinking populations.
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23 October 2019 Ian Fletcher
The UK Department for Transport has announced that it will undertake a consultation to make zero-emission vehicles easier to identify. According...
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23 October 2019 Fotios Katsoulas
Angola has been facing some severe challenges in its effort to maintain crude oil production since the oil price collapse in 2014.
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22 October 2019 Yanyu He, Ph.D.
India has the market size and demand flexibility to help balance the global butane market, stabilizing the propane and butane price relationship...
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22 October 2019 Fotios Katsoulas
Ecuador's crude oil exports reached a new record low in October. Average volumes loaded on tankers since early October currently stand below...
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22 October 2019 Sian Jones
September PMI data from IHS Markit signalled a further downturn in automotive production across Europe, extending the current period of contraction...
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22 October 2019 Lewis Cooper
The health of the Canadian manufacturing sector improved in September, according to the latest IHS Markit PMI survey data. A renewed upturn in...
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21 October 2019 Gavan Nolan
Positive stories about the CDS market are few and far between in contemporary mainstream media. This is not surprising – an article about nefarious...
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21 October 2019 Rajiv Biswas
Rajiv Biswas, Asia Pacific Chief Economist at IHS Markit, provides his comments on BOK’s decision to cut the policy rate
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21 October 2019 Nick Kovics
Declining lithium prices has some companies halting lithium expansions and slowing production but not all.
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21 October 2019 Brian Lawson
A post-crisis record CMBS sale, the first sub-1% corporate perpetual, and a large Italian project bond all indicate healthy risk appetite
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21 October 2019 Sian Jones Rajiv Biswas Raj Badiani Ken Wattret Joseph Hayes Chris Williamson Bernard Aw
The week ahead includes a raft of flash PMI surveys to provide an early indication of economic trends at the start of the fourth quarter. Policy...
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16 October 2019 William May
Optimism over a possible US-China trade deal was not enough to keep commodity prices from falling
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16 October 2019 Nick Vafiadis
The aggressive price posture taken by US producers looking to establish or expand market share in smaller markets has had a cascading effect....
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16 October 2019
iTraxx Asia ex-Japan Rolls Strong
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15 October 2019 John Jannes
John Jannes provides key highlights and takeaways from our roundtable on 606 Look-through requirements.
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15 October 2019 Chris Williamson
The UK labour market showed signs of cooling in the summer, with employment falling to the greatest extent for four years
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Crude Oil Trade: High transportation costs unsustainable, as inflated freight rates unlikely to last
15 October 2019 Rahul Kapoor Fotios Katsoulas
VLCC freight rates at USD 300,000 per day to carry crude oil from the Middle East to Asia aren’t sustainable for a prolonged period in our view....
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15 October 2019
Alex Golbin, head of Assessment Services for KY3P highlights the implications of Shadow IT and third party risk management.
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15 October 2019 Sian Jones
September PMI data showed the Greek manufacturing sector yet again providing a spark of light in the general gloom of the wider eurozone goods-producing...
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15 October 2019 Randolf Tantzscher
Over the past year, driven by improved market access and China’s inclusion in global bond indices, the prospects of China’s fixed-income investments...
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14 October 2019
Maritime Cyber Security: Tackling the weakest link in cyber risk management
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11 October 2019 Brian Lawson
Italian power firm Enel will stop issuing Green Bonds, in favor of sustainable debt, while Sweden and Italy are preparing Green Bond debuts.
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11 October 2019 Diego Moya-Ocampos, LLB
Peruvian president's move to constitutionally shut down Congress likely to trigger political standoff, delaying investments and projects
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11 October 2019 Fotios Katsoulas
OPEC decided to raise the oil output ceiling for Nigeria to 1.774 million b/d, from 1.685 million b/d.
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11 October 2019 Chris Williamson Bernard Aw Sian Jones Diego Iscaro Joseph Hayes
The week ahead includes a key Brexit deadline and on-going US-China tariff developments, with US tariffs set to rise to from 25% to 30% on $250bn...
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10 October 2019 Carla Selman
Chilean Supreme Court order to re-assess mining project signals legal uncertainties and likely delays for large-scale developments
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10 October 2019 William Farmer
Kenya's proposed budget cut likely to target public-sector wage bill, increasing likelihood of strikes
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10 October 2019 David Owen
While the global manufacturing sector has stalled in 2019 so far, a revival of optimism in the copper-using industry could fuel a wider improvement...
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10 October 2019 Chris Williamson
Global growth at three year low as weakness spills over to services
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10 October 2019 Chris Williamson
The latest official data show the UK economy is likely to avoid a recession, though a drop in GDP in August hints at a weakening trend going...