We expect China’s monetary and fiscal policy to become more expansive as growth moderates
• Latest trade data indicate a slight moderation in China’s metal demand growth rates
• Coal imports fall sharply as new regulations on quality come into fo...
• Focus: Drilling in the Bakken shale has fallen by 42% in three months; output is likely to fall in April
• China’s metal demand growth moderated but did not collapse in January
• Oil prices have continued their rebound, but are still low enough ...
• Focus: Nickel was in surplus in 2014; however, we expect the market to move into deficit in 2015
• Further rig-count falls reinforce our view that US shale oil output growth will disappear in April
• ICSG data shows copper concentrate market de...
Most of the commodity companies we surveyed have a neutral view on commodity prices in 2015
• Companies’ focus will be on cash-flow management, to offset the challenges they foresee
• We expect Chinese investor activity in financial markets to be ...
• Focus: The fundamental outlook for OPEC has improved rapidly, particularly for H2
• Further signs of slowdown in China’s metal demand keep sentiment muted
• Brent prices have rallied above USD 60/bbl on expectations of a rapid weakening in non-O...
• Focus: Volatility in commodities has increased markedly in 2015 to date compared with last year
• A fall in China's copper concentrate imports in January points to cutbacks in refined output
• US oil drilling has fallen sharply again; market v...
• Focus: US shale oil output is set to fall m/m in April; it will fall for the rest of 2015 if prices stay low
• Base metal prices remain torn between demand pessimism and supply-side pressures
• Oil prices have rallied as the scale and speed of...
• Focus: Saudi Arabia’s exit strategy from disciplining non-OPEC producers is a pressing oil-policy issue
• Investor short positioning in copper has increased, generating significant downward price pressure
• Non-OPEC output is being hit hard, a...
Copper, oil and aluminium imports ended the year strongly; the effect of GDP slowing proved uneven
• Crude oil imports surged in December, buoyed by bargain hunting and strategic stockpiling
• China’s apparent demand for refined copper and alumin...
• Short-term demand pessimism remains the prevalent theme as China quietens ahead of the Lunar New Year
• Mounting supply-rationing pressures and investor positioning extremes point to a price rebound by Q2-2015
• Copper prices are still far too l...
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