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Semiconductor Shortage Hits Car Production

Many industries have been feeling the pressure as a result of global supply shortages of semiconductors, such as gaming and consumer electronics. But a new report from the Society of Motor Manufacturers and Traders (SMMT) shows that car manufacturing in the UK is also taking a big hit, which could spell bad news for the […]

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Could Vladimir Putin turn off the Gas?

We do not expect that many of our clients follow the market for natural gas on a daily – let alone hourly – basis. Had they done so, they would have seen some wild fluctuations in the price of wholesale gas in recent months, as conflicting stories about gas supplies have come out of Russia. […]

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Inflation: Just how High Could it Go?

As the world’s economies recover from the pandemic, there seems to be one spectre that is haunting them all: the threat of inflation. In China, factory gate prices are at their highest level for 26 years. Early in November, it was reported that US inflation had risen to 6.2%, rising at its fastest rate for […]

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December Market Commentary

Introduction November was a month when supplies of both oil and gas – or the lack of them – dominated the news. You will read several comments below about the threat of inflation. In many countries, it is reaching levels not seen for two or three decades, and the escalating price of oil and gas […]

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