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;...
• 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...
• 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...
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...
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...
• 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...
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 ...
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...
• 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 ...
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 ...
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