BMI Country Risk & Industry Analysis

Beyond the Summit: What COP30 Means for Commodities and Energy Join our webinar to unpack COP30’s impact on commodities and the global energy transition. Learn what to watch next and where investment opportunities lie across ESG, oil & gas, and agribusiness. 📅 𝗪𝗲𝗱𝗻𝗲𝘀𝗱𝗮𝘆, 𝟮𝟲 𝗡𝗼𝘃𝗲𝗺𝗯𝗲𝗿 | 𝟭𝟬:𝟬𝟬 𝗚𝗠𝗧 🔗 𝗥𝗲𝗴𝗶𝘀𝘁𝗲𝗿 𝘁𝗼 𝗮𝘁𝘁𝗲𝗻𝗱: https://ow.ly/Nssh50XsTNE #ConnectedThinking #COP30 #EnergyTransition #ESG #ClimateAction #Commodities

𝗜𝗻𝗱𝘂𝘀𝘁𝗿𝗶𝗮𝗹 𝗣𝗼𝗹𝗶𝗰𝘆: 𝗧𝗵𝗲 𝗦𝗶𝗹𝗲𝗻𝘁 𝗙𝗼𝗿𝗰𝗲 𝗕𝗲𝗵𝗶𝗻𝗱 𝗚𝗹𝗼𝗯𝗮𝗹 𝗖𝗵𝗮𝗻𝗴𝗲 From critical minerals to EVs and semiconductors, industrial policy is transforming industries and redefining global competitiveness. Join us for a live webinar as we explore how these shifts are influencing supply chains, trade flows, and technology priorities across key sectors. We’ll cover: ➡️Energy Transition & Tech Dominance ➡️Commodities Pricing & Security ➡️EV Market Outlook ➡️Supply Chain Resilience & Nearshoring ➡️Defence Procurement Trends 📅𝗧𝘂𝗲𝘀𝗱𝗮𝘆, 𝟮𝟱 𝗡𝗼𝘃 | 𝟬𝟵:𝟬𝟬 𝗚𝗠𝗧 | 𝟭𝟳:𝟬𝟬 𝗦𝗚𝗧 🔗 𝗥𝗲𝗴𝗶𝘀𝘁𝗲𝗿 𝗻𝗼𝘄: https://ow.ly/CQwP50XsSJ5 #ConnectedThinking #IndustrialPolicy #EnergyTransition #EVs #GlobalEconomy

Missed our recent webinar on rare earths? Our BMI experts Sabrin Chowdhury, Olga Savina, Amelia Haines and Freddie Brooks explored the key forces shaping the rare earths market in 2025 and beyond. Here’s what we covered: ✔ Can Mainland China’s chokehold on rare earths be loosened? ✔ PrNd oxide price outlook for 2025–2026 ✔ Key risks facing the rare earth sector ✔ How global production is expected to evolve over the next decade ✔ Strategic moves to secure reliable supply chains 🎥 𝗪𝗮𝘁𝗰𝗵 𝘁𝗵𝗲 𝗿𝗲𝗽𝗹𝗮𝘆 𝗻𝗼𝘄: https://ow.ly/LiLY50XrMxy #ConnectedThinking #RareEarths #Geopolitics #SupplyChain #Commodities #CriticalMinerals

The EV revolution is moving fast. From battery innovations to trade barriers and critical mineral risks, the next decade will redefine global mobility. Join us to explore EV adoption trends, breakthrough technologies, China’s supply chain dominance, and how rising trade barriers are reshaping the EV value chain. 📅 𝗪𝗲𝗱𝗻𝗲𝘀𝗱𝗮𝘆, 𝟭𝟵 𝗡𝗼𝘃𝗲𝗺𝗯𝗲𝗿 𝟮𝟬𝟮𝟱 🕒 𝟬𝟵:𝟬𝟬 𝗟𝗼𝗻𝗱𝗼𝗻 𝗚𝗠𝗧 | 𝟭𝟳:𝟬𝟬 𝗦𝗶𝗻𝗴𝗮𝗽𝗼𝗿𝗲 𝗦𝗚𝗧 🔗Register Now: https://ow.ly/ij9y50XqYMq #ConnectedThinking #EVOutlook #ElectricVehicles #SupplyChain

Global Macro in Focus: Tariffs, Rates, Geopolitics   Cedric Chehab, Chief Economist at BMI, tackles three questions shaping inflation, growth, and credit across major economies—drawing on insights from Fitch Group, Inc.'s All Angles Forum 2025.   #MacroOutlook #CreditMarkets #Geopolitics #FitchAllAngles 

𝗥𝗮𝗿𝗲 𝗘𝗮𝗿𝘁𝗵𝘀 𝗦𝗲𝗰𝘂𝗿𝗶𝘁𝘆: 𝗣𝗿𝗶𝗰𝗲𝘀, 𝗚𝗲𝗼𝗽𝗼𝗹𝗶𝘁𝗶𝗰𝘀 & 𝗧𝗵𝗲 𝗕𝗮𝘁𝘁𝗹𝗲 𝗙𝗼𝗿 𝗣𝗼𝘄𝗲𝗿 Rare earths are shaping the future of technology and geopolitics. With supply risks mounting and global trade tensions escalating, understanding this market is no longer optional—it’s essential. Join us to explore: ✅ Can China’s dominance be challenged? ✅ Price outlook for PrNd oxide in 2025-2026 ✅ Risks and opportunities ahead ✅ Strategic moves shaping supply chains 📅 Wednesday, 12 November 2025 Pick your session and register now: 𝗦𝗲𝘀𝘀𝗶𝗼𝗻 𝟭: 16:00 Singapore SGT | 12:00 Dubai GST 🔗 https://ow.ly/q02y50Xn4fc 𝗦𝗲𝘀𝘀𝗶𝗼𝗻 𝟮: 09:30 New York EST | 14:30 London GMT 🔗https://ow.ly/oUPj50Xn4fb #ConnectedThinking #RareEarths #Geopolitics #SupplyChain #Commodities #CriticalMinerals

Is Europe at a turning point for industrial competitiveness? Join our upcoming webinar for a deep dive into the evolving landscape of European industry, with a sharp focus on energy policy and power price dynamics. In light of the Mario Draghi review on the EU, we’ll explore: ✅ How fluctuating electricity prices and renewable energy strategies impact industrial performance ✅ The role of climate legislation and government interventions in shaping competitiveness ✅ Whether Europe faces a structural misalignment or is on the cusp of a major policy shift Register now to join: https://ow.ly/OZjn50XmilM #ConnectedThinking #EnergyPolicy #IndustrialCompetitiveness #EnergyTransition

We’re thrilled to announce that Lyndsey Anderson has been appointed Head of BMI Country Risk & Industry Analysis. With over 14 years of leadership experience, Lyndsey is known for her deep expertise in research, content strategy, and client-focused innovation. Her work has been instrumental in expanding BMI’s data and forecast offerings. In her new role, Lyndsey will lead BMI’s business strategy and execution, aligning with Fitch Solutions’ commitment to delivering detailed, actionable information and insights that support long-term business decisions. Please join us in congratulating Lyndsey. https://ow.ly/5gp650XlMcW #ConnectedThinking

𝗛𝗼𝘄 𝗱𝗼𝗲𝘀 𝗜𝗻𝗱𝗼𝗻𝗲𝘀𝗶𝗮'𝘀 𝗽𝗼𝗹𝗶𝘁𝗶𝗰𝗮𝗹 𝗿𝗶𝘀𝗸 𝗰𝗼𝗺𝗽𝗮𝗿𝗲 𝗮𝗰𝗿𝗼𝘀𝘀 𝗔𝘀𝗶𝗮? Political risk across APAC is shifting, with notable divergence among markets. Using the BMI's Political Risk Index, we examined Indonesia's positioning against higher-risk Asian economies which reveals a distinct profile that investors should understand.   From coalition challenges in Japan's new government to broader governance shifts across the region, political dynamics are reshaping the APAC landscape.   Watch our latest APAC quarterly webinar for deeper insights on: • Updates and outlooks for markets where domestic political risks have risen • Japan's new PM and coalition policy challenges   • Indonesia's relative risk outlook • What it means for investors and businesses   Watch on demand: https://lnkd.in/g75acPWP   #PoliticalRisk #Asia #Indonesia #APAC #BMI #FitchSolutions #EmergingMarkets

𝐓𝐡𝐞 𝐫𝐚𝐫𝐞 𝐞𝐚𝐫𝐭𝐡𝐬 𝐫𝐚𝐜𝐞: 𝐂𝐡𝐢𝐧𝐚 𝐬𝐭𝐢𝐥𝐥 𝐥𝐞𝐚𝐝𝐬, 𝐛𝐮𝐭 𝐝𝐢𝐯𝐞𝐫𝐬𝐢𝐟𝐢𝐜𝐚𝐭𝐢𝐨𝐧 𝐢𝐬 𝐮𝐧𝐝𝐞𝐫𝐰𝐚𝐲 On CNBC this morning, Sabrin Chowdhury, Head of Commodities at BMI, shared her outlook on the evolving rare earths landscape. She expects the next phase of U.S. industrial policy to center on state-backed consolidation and investment in private rare earth miners. Meanwhile, China’s export controls will remain a strategic lever—shaped by the political temperature between Washington and Beijing. Watch the full interview here: https://lnkd.in/ges6N_bP Explore more from BMI: https://lnkd.in/gbzWPSQS #ConnectedThinking #RareEarths #China #USPolicy #Commodities #Geopolitics