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  • Commodity Roadmap - An early warning of the end of oil market surplus - Updated Tue May 26, 2015

    Focus: After six months of increase, US oil inventories are falling sharply relative to seasonal norms • Rising LME stocks point to a nickel market surplus in Q2 • OPEC meets on 5 June; policy is unlikely to change, but Saudi statements likely to ...

  • Commodity Roadmap - Strong demand the key to oil market strength - Updated Mon May 18, 2015

    Focus: The main contribution to oil-market rebalancing has come from demand • ILZSG data shows the refined zinc market quarterly surplus in Q1-2015 was the largest since 2011 • The decline in US shale oil output looks set to accelerate in June and...

  • Commodity Roadmap - How robust will non-OPEC supply be? - Updated Mon May 11, 2015

    Focus: We expect conventional non-OPEC oil supply to fall sharply in H2 • China’s copper imports strength in April points to improving demand conditions • US oil supply looks set to fall for the rest of 2015, despite a gradual recovery in rig coun...

  • Commodity Roadmap - The US fuel mix is moving further away from coal - Updated Mon May 4, 2015

    Focus: Low gas prices are reducing coal’s share of the US power mix; regulation is adding to that move Base metal prices have risen strongly, although supply and demand fundamentals remain sluggish Oil prices have firmed on the first sign of possi...

  • Commodity Roadmap: Dismantling the bullish zinc thesis for 2015 - Updated Mon April 20, 2015

    Focus: The long-term story of zinc mine closures offers little fundamental support to prices in 2015 • Further signs that US shale oil output is falling; we expect the decline to accelerate in May • Robust strength of China’s apparent copper deman...

  • Commodity Roadmap – US oil industry recession deepens - Updated Mon April 13, 2015

    Focus: The recession in the US oil and gas industry is set to be the second largest in the past 65 years • China’s aluminium semis exports fell in March, constrained by lower ex-China physical premiums • US crude oil inventories continue to rise;...

  • 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...

  • 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 ...

  • 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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