Policy Publications
INTERNATIONAL MONETARY FUND PUBLICATIONS
“Guinea. Staff Report for the 2024 Article IV Consultation and Request for Disbursement under the Rapid Credit Facility.” International Monetary Fund, Washington DC, May 17, 2024.
“Guinea. Selected Issues. Potential Impact of the Simandou Iron Ore Project on the Economy, Poverty, and Inequality in Guinea.” International Monetary Fund, Washington DC, May 17, 2024.
“IMF World Economic Outlook. Commodity Special Feature. Market Developments and The Power of Prices.” (with Christian Bogmans, Andrea Pescatori and Ervin Prifti) International Monetary Fund, Washington DC, 2024.
“Key Challenges Faced by Fossil Fuel Exporters During the Energy Transition.” (with Diego Mesa Puyo, Augustus Panton, Tarun Sridhar, Christoph Ungerer, Alice Tianbo Zhang) IMF Staff Climate Note, March 27, 2024.
"A Critical Matter. Fragmentation of Critical Mineral Markets Would Slow the Shift to Clean Energy" (with Christopher Evans and Marika Santoro) Finance and Development, December 3, 2023.
"Geoeconomic Fragmentation Threatens Food Security and Clean Energy Transition." (with Jorge Alvarez and Mehdi Benatiya Andaloussi) IMFBlog, October 3, 2023.
“IMF World Economic Outlook. Chapter 3: Fragmentation and Commodity Markets: Vulnerabilities and Risks.” (with Jorge Alvarez, Mehdi Benatiya Andaloussi, Christopher Evans, Chiara Maggi, Marika Santoro, Alexandre Sollaci and Petia Topalova) International Monetary Fund, Washington DC, 2023.
“How Natural Gas Market Integration Can Help Increase Energy Security.” (with Rachel Brasier and Andrea Pescatori) IMFBlog, May 23, 2023.
“IMF World Economic Outlook: Commodity Special Feature: Market Developments and The Macroeconomic Impact of Declines in Fossil Fuel Extraction.” (with Rudolf Bems, Lukas Boehnert and Andrea Pescatori) IMF World Economic Outlook, April 2022, pp. 30-35.
"G20 Background Note on the Macroeconomic Impact of Energy and Food Insecurity" (with Shekhar Aiyar, Lone Christiansen, Chanpheng Fizzarotti, Carlos van Hombeeck, Kyu Ho Lee, Adil Mohommad, Cedric Okou, Augustus Panton, Irvin Prifti, Hugo Rojas-Romagosa, and Martin Stuermer), International Monetary Fund, Washington DC.
"Metals for Low Carbon Technology Products.” (with Rachel Brasier, Andrea Pescatori) Box in: “Data for a Greener World: A Guide for Practitioners and Policymakers,” edited by Serkan Arslanalp, Kristina Kostial, and Gabriel Quirós-Romero. IMF Book, Washington, DC: International Monetary Fund, 2023.
"From Abundance to Thirst" (with Andrea Pescatori), Finance and Development, December 2022, pp. 24-27.
"IMF World Economic Outlook: Commodity Special Feature: Market Developments and Food Price Inflation Drivers,” (with Christian Bogmans, Andrea Pescatori, Ervin Prifti) IMF World Economic Outlook, October 2022, pp. 37-47.
"The Green Energy Transition and its Impact on Metal Mining." (with Rudolfs Bems) Box in: IMF External Sector Report 2022: Pandemic, War and Global Imbalances, International Monetary Fund, Washington DC.
“How a Russian Natural Gas Cutoff Could Weigh on Europe’s Economies.” (with Mark Flanagan, Alfred Kammer and Andrea Pescatori) IMFBlog, July 19, 2022.Coverage by: Financial Times, Reuters, Bloomberg, The Guardian, Die Welt, Wall Street Journal
“United States. Staff Report for the 2022 Article IV Consultations.” (with Nigel Chalk, Laila Azoor, Katharina Bergant, Moya Chin, Andrew Hodge, Li Lin, Rui Mano, Andrea Medici, Anke Weber, Mico Mrkaic and Elizabeth van Herveln) International Monetary Fund, Washington DC.
"IMF World Economic Outlook: Commodity Special Feature: Market Developments and the Pace of Fossil Fuel Divestment,” (with Christian Bogmans, Andrea Pescatori, Ervin Prifti, Nico Valckx) IMF World Economic Outlook, April 2022, pp. 31-36.
"Metals Demand from Energy Transition May Top Current Global Supply" (with Nico Valckx, Dulani Seneviratne and Ananthakrishnan Prasad) IMFBlog, December 12, 2021. FT coverage
"Soaring Metal Prices May Delay Energy Transition" (with Lukas Boer, Andrea Pescatori and Nico Valckx) IMFBlog, November 10, 2021.
"Surging Energy Prices May Not Ease Until Next Year" (with Andrea Pescatori and Nico Valckx) IMFBlog, October 21, 2021. Reuters coverage, World Economic Forum version
"IMF World Economic Outlook: Commodity Market Developments and Forecasts: Clean Energy Transition and Metals: Blessing or Bottleneck?” (with Lucas Boer, Andrea Pescatori and Nico Valckx) IMF World Economic Outlook, October 12, 2021, pp. 31-36. Online Appendix, Data, FT coverage
“Four Factors Behind the Metals Price Rally.” (with Nico Valckx) IMFBlog, June 8, 2021.
OTHER POLICY PUBLICATIONS
“Why we need international data sharing on critical minerals.” (with Lukas Boer, Andrea Pescatori and Matthew Wittenstein), World Economic Forum Blog, December 4, 2023.
"Reducing Fossil Fuel Extraction May Imply Persistent Negative Effects on Fossil-Fuel Producing Economies." (with R. Bems, L. Boehnert and A. Pescatori), VoxEU, July 2023.
"The potential impact of gas supply disruptions in Europe: An update." (with G. Di Bella, M. Flanagan, K. Foda, A. Pescatori, A. Pienkowski, and F. Toscani ) VoxEU, Oct 3, 2022.
“Natural Gas in Europe: The Potential of Disruptions to Supply.” (with G. Di Bella, M. Flanagan, K. Foda, A. Pescatori, A. Pienkowski, and F. Toscani ) SUERF Policy Brief, No. 412, 2022.
“Metals may Become the New Oil in Zero Emissions Scenario.” (with L. Boer, A. Pescatori and N. Valckx) VoxEU, November 5, 2021.
“Central Bankers Need to Take Note of Transition to Clean Energy.” (with S. Howard) Dallas Fed Economics, 2021.
“A Tale of Boom and Bust. What Drives Dry Bulk Freight Rates?” (with D. Jacks) Dallas Fed Economics, 2021.
“Falling Oil Prices Drag Down U.S. Business Investment.” (with G. Golding and J. Thompson) Dallas Fed Economics, 2020.
“Solving a Puzzle: More Nonrenewable Resources Without Higher Prices.” (with S. Howard) Dallas Fed Economics, 2019.
“OPEC Extends Cuts, Opening Door for U.S. to Gain Further Market Share.” (with G. Strickler) Quarterly Energy Update, 2017.
“Demand Shocks Fuel Commodity Price Booms and Busts.” Dallas Fed Economic Letter, Vol. 12, No. 14, 2017.
“OPEC Reloaded: More Appearance than Substance?” (with R. Brasier) Quarterly Energy Update, No. 4, 2016.
“Oil Roller Coaster: Prices Rise on Production Outages, Fall with Brexit.” (with N. Dhaliwal) Quarterly Energy Update, No. 2, 2016.
“OPEC Likely to Keep Pumping Even as Some Members Confront Budget Woes.” (with N. Dhaliwal) Southwest Economy, No. 4, 2015.
“Oil Markets Stabilizing, but OPEC Supply Raises Concerns.” Quarterly Energy Update, No. 2, 2015.
“OPEC Tips Crude Oil Markets Over the Cliff.” (with N. Dhaliwal) Quarterly Energy Update, No. 4, 2015.
“Policy Measures of BRIC Countries to Secure the Supply of Mineral Resources.” (in German) (with Juergen von Hagen) DERA Rohstoffinformationen, No. 12, German Federal Mineral Resource Agency, 2012.
“The Impact of BRIC Countries on Mineral Commodity Markets.” (in German) (with J. von Hagen) DERA Rohstoffinformationen, No. 11, German Federal Mineral Resource Agency, 2012.
“An Overview of Geological Resources in Sub-Saharan Africa: Potential and Opportunities for Tax Revenue from the Extractive Sector.” (with P. Buchholz) in: Runge, J. and Shikwati, J. (Eds.): Geological Resources and Good Governance in Sub-Saharan Africa: Holistic Approaches to Transparency and Sustainable Development in the Extractive Sector. Routledge Chapman & Hall, London, 2011.
“Export Barriers in Steelmaking Raw Material Markets.” Background paper, OECD Steel Committee Meeting, Paris, May 6th-7th, 2010.
“Let the Good Times Roll? Raising Tax Revenues from the Extractive Sector in Sub-Saharan Africa During the Commodity Price Boom.” Discussion Paper, No. 7, German Development Institute, 2010.
“Increasing Resource Efficiency. Potentials, Policies and Industry Dialogue.” (in German) (with Thomas Lemken, Rainer Lucas, Jose Acosta, Raimund Bleischwitz, Claudia Kaiser, Melanie Krause, Michael Ritthoff, Michael Scharp, Henning Wilts) German Environmental Agency, 2009.
“Efficient Use of Copper. Untapped Potentials, New Perspectives.” (in German) (with Rainer Lucas, Raimund Bleischwitz, Melanie Krause) Wuppertal Institute for Climate, Environment and Energy, 2008.
“The International Raw Materials Boom. A Challenge for Multilateral Trade Policy.” International Politics and Society, No. 2, 2008, pp. 126-139.
“Financing for Development Series: Increasing Government Revenues from the Extractive Sector in Sub-Saharan Africa.” Briefing Paper, No. 9, German Development Institute, 2008.
“Government Revenues from the Extractive Sector in Sub-Saharan Africa. A Potential for Funding the United Nations Millennium Development Goals?” (with Peter Buchholz) German Federal Institute for Geoscience and Natural Resources, 2008.
“Grameen Shakti: An Alternative Approach to Financing Energy in Rural Bangladesh.” (with N. Kebir, D. Philipp, J. Scheffran) in: Finger, M., von Weizsaecker, E.U., and Young, O. (Eds.): Limits to Privatization. When a Solution Becomes a Problem: A Report to the Club of Rome. Earthscan, London, 2005.