Topic
Resource Geoeconomics
Commodity prices form where rigid physical constraints meet highly mobile financial flows. Inventories, marginal production cost, the weight of producing countries and long investment lead times explain why these markets stay cyclical, and why energy, metals and crops respond differently to inflation. The French pump price decomposed, a 21-year test of whether fuel prices rise faster than they fall, and commodities used as tools of statecraft provide the concrete cases.
Research and data
Our in-depth research and the downloadable series on the subject.
StudyWhere Your Fuel Money Goes: The French Pump Price, Decomposed (2026)
StudyDo pump prices rise faster than they fall? A 21-year test on French data
In-depth analysisCommodity Price Formation: Time Asymmetry and Structural Mechanisms
In-depth analysisCommodities and the Business Cycle: A Leading Indicator of Economic Regimes All analyses, by angle
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