Commodity prices, and energy prices in particular, have soared recently, despite the rise in the US dollar. If commodity prices are likely to rise further, how high could they fly?

Car electrification is challenging the whole vehicle production supply chain. Our view is that battery cell production will end up becoming commoditised.

The transition in energy and materials systems is creating compelling opportunities in metals and biobased materials, among others.

The dollar tends to fall at the end of the cycle. Why does this not appear to be the case this time around?