Choose the category below to
refine article list


Search Results

Results: 1 - 10 of 42 for 
 per page
Sort result by 
  • 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 ...

  • Signs of improvement in China’s demand - Updated Fri May 22, 2015

    A strong surge in China’s crude oil imports has helped to tighten global balances • Metals trade data points to modest improvement in China demand growth rates in April versus Q1 • China’s y/y oil demand growth has stayed above 8% for a second mon...

  • 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...

  • No man’s land - Updated Tue April 28, 2015

    Metals prices remain caught between sluggish fundamentals and positive macro developments in Q2 • Short -covering driven price rallies should be faded until more tangible evidence of better demand levels emerges • We now anticipate limited upside...

  • Silk Road: Uneven commodity demand trends - Updated Thu April 23, 2015

    China’s commodity demand has been mixed, with bulks weak and oil demand particularly robust • Demand growth deceleration rather than y/y contraction was evident for most metals in Q1 • China’s crude processing volumes reached a new high, resultin...

  • Aluminium – Evolving surplus in China - Updated Tue April 21, 2015

    China’s aluminium production will likely remain strong in 2015 on aggressive capacity expansions • Improving smelting profitability owing to substantially lower power costs...

  • 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;...

Go to page

New User

Find out more about our research

Straight2Bank User

Please access our research via your Straight2Bank account

In Media

Technology: Reshaping the global economy

Digital technology is transforming the economy and society. Adoption, not invention, has the most economic impact. Technology can lift developed countries if they embrace change. New technologies offer more opportunities than challenges for emerging markets.