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  • Fuel oil – Bearish as refinery supply increases - Updated Tue March 24, 2015

    Fuel oil prices should remain weak in the near to medium term • Increases in refinery capacity and declining growth are no match for decreasing fuel oil yield • Stricter ECA specifications within Europe should encourage increased HSFO flows to As...

  • 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 ...

  • 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 ...

  • Oil Notes – Dark-adapted eye - Updated Fri February 27, 2015

    The supply and demand response to lower prices suggests a strong pace of oil-market adjustment • We expect global oil demand to grow by 1.4mb/d; non-OPEC supply is forecast to grow just 0.1mb/d • We expect Brent crude oil to average USD 76/bbl in ...

  • Commodity investor flows - Updated Mon February 16, 2015

    • 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...

  • Commodity investor flows - Updated Mon February 9, 2015

    • 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...



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