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  • Silk Road: China commodity trade - Updated Tue March 31, 2015

    • OPEC’s share of China’s crude oil imports has seen a limited recovery so far in 2015 • The collapse in scrap imports supported China’s primary copper cathode demand in February • Crude oil imports have maintained their strong y/y rise; oil produ...

  • Commodity roadmap - Updated Mon March 30, 2015

    • Focus: Power demand in Saudi Arabia is likely to reduce oil exports over the next two quarters • Rebound in China’s SME confidence points to improving metal supply-chain activity in March • Oil prices spiked higher briefly following Saudi-led ai...

  • Commodity Roadmap - Updated Mon March 23, 2015

    Focus: A rise in uncompleted wells implies that US oil output is falling faster than the consensus view • China’s nickel deficit is expected to grow in H1 • Global oil surplus is heavily concentrated in the US and is entirely in crude oil rather t...

  • Q2 – The new, new normal - Updated Fri March 20, 2015

    • Overview – In a challenging market environment, macroeconomic and policy divergence – the ‘new normal’ – remains the critical foundation of our updated views and forecasts, with the US economy, USD and US rates leading the way higher. This will ev...

  • Commodity Roadmap - Updated Mon March 16, 2015

    Focus: Our 2016 supply and demand forecasts are now available in Standard Chartered Scenarios • Latest China metals production data points to a mixed picture for demand conditions in early 2015 • Oil prices have fallen sharply, primarily due to a ...

  • Metals Standard – Waiting for China - Updated Mon March 16, 2015

    Sluggish China demand has outweighed mounting supply constraints in driving price action so far in 2015 • The turn lower in aluminium physical premia should generate medium-term support for LME prices • The copper concentrate market deficit has st...

  • Commodity Roadmap - Updated Mon March 9, 2015

    Focus: Softness in the zinc physical market points to continued near-term relative underperformance • China’s preliminary trade data shows falls in copper imports and aluminium product exports • Key monthly oil reports are due in the next week; we...

  • Commodity investor flows - Updated Mon March 2, 2015

    • 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 ...

  • Commodity Investor Flows - Updated Mon February 23, 2015

    • 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...

  • Mining Indaba 2015 – Margin pressure - Updated Tue February 17, 2015

    • Margin pressures, capex cutbacks and asset disposal were dominant themes at Indaba 2015 • Copperbelt producers remain under intense margin pressure at current copper price levels • Zambia’s new royalty-tax regime is likely to drive more cutbacks...



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