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BMI

BMI is a research and analysis company specialising in macroeconomic, industry and financial-market intelligence. The firm is part of Fitch Solutions, the data and analytics division of the Fitch Group, which also includes credit-rating agency Fitch Ratings. BMI provides country-risk assessments, sector forecasts and market analysis across emerging and developed economies, with coverage spanning commodities, infrastructure, financial services and other industries. The company serves institutional investors, corporations, government agencies and financial institutions seeking forward-looking insights and risk evaluation. BMI's commodity research includes detailed coverage of metals markets, energy transition materials and mining-sector trends, with analysts tracking supply-and-demand dynamics, price forecasts and geopolitical developments. The firm publishes regular reports, data sets and commentary on critical minerals, base metals, precious metals and rare earths, among other sectors. BMI's analysis is widely cited in business media and used by market participants to inform investment and strategic decisions. The company operates as part of a global network of research teams and maintains offices in key financial centres.

BMI Updates


An image of a microgrid
BMI webinar unpacks grid constraints, considerations
8th June 2026 By: Tasneem Bulbulia

As renewable power reach increases and electricity systems face growing pressure from electrification, energy security concerns and shifting demand patterns, both grid infrastructure and battery... 


Inflation impact likely in emerging markets owing to US-Iran war – BMI
26th May 2026 By: Schalk Burger

Financial market research company BMI expects oil prices to average $90/bbl this year, and to remain higher for longer, which will, in turn, feed into rising inflation. This will lead to pressure... 


BMI revises lithium price forecast upwards amid tightening supply
BMI revises lithium price forecast upwards amid tightening supply
24th April 2026 By: Sabrina Jardim

Research firm BMI – a Fitch Solutions Company – is revising up its average lithium price forecast for this year to $17 000/t for Mainland Chinese lithium carbonate 99.5% and $16 700/t for Mainland... 


Indonesia supply growth underpins nickel price, but Middle East conflict driving volatility – BMI
Indonesia supply growth underpins nickel price, but Middle East conflict driving volatility – BMI
17th April 2026 By: Sabrina Jardim

Research firm BMI – a Fitch Solutions Company – is revising its 2026 nickel price forecast to $16 600/t from $15 800/t previously, following an earlier upward out-of-cycle revision this year,... 


Coal at Talga mine
Iran conflict and spinoff effects are keeping coal prices higher
10th April 2026 By: Marleny Arnoldi

Energy prices, including coal, have been increasing on the back of intensifying geopolitical risk in the Middle East since the end of February. Research agency BMI reports Newcastle thermal coal... 


Abandoned Rio Tinto, Glencore merger not an end to critical minerals M&A wave – BMI
Abandoned Rio Tinto, Glencore merger not an end to critical minerals M&A wave – BMI
12th February 2026 By: Sabrina Jardim

Despite mining giants Rio Tinto and Glencore having abandoned their plans to merge, BMI – a Fitch Solutions Company – says it still expects robust merger and acquisition (M&A) momentum in the... 


commodities trading board on stock exchange
Commodity markets face volatile year as copper, precious metals stay firm but ferrous metals weaken
5th February 2026 By: Darren Parker

Commodity markets are set for a volatile year, with copper, precious metals and rare earths supported by supply tightness, geopolitical risks and currency dynamics, while ferrous metals face weaker... 


Mining truck
NdPr oxide price forecast to rise to $90 000/t this year – report
2nd February 2026 By: Sabrina Jardim

BMI – a Fitch Solutions company – has revised upwards its 2026 average yearly neodymium/praseodymium (NdPr) oxide price forecast to average $90 000/t, reflecting a robust start to the year... 


Southern Africa map
Sub-Saharan African countries poised for GDP growth this year
29th January 2026 By: Marleny Arnoldi

Research agency BMI forecasts that sub-Saharan Africa’s real GDP will grow by 4.2% this year, compared with 3.9% last year, which will mark the region’s strongest growth pace in more than ten... 


Copper
BMI maintains copper price forecast amid tightening supply, increased demand
5th January 2026 By: Sabrina Jardim

BMI – a Fitch Solutions company – has maintained its 2026 average yearly copper price forecast at $11 000/t, as tightening supply and positive sentiment towards demand from sectors linked to the... 


BMI holds cautiously optimistic outlook for mining, metals in 2026
8th December 2025 By: Sabrina Jardim

BMI – A Fitch Solutions company – says it holds a cautiously optimistic outlook for most metals next year, expecting most mineral and metal prices to edge higher, supported by declining tariff... 


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