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  • Commodity investor flows - Updated Mon March 31, 2014

    • ETF: Fund flows were relatively slow; natural gas funds saw bearish flows • CFTC: Speculative money flows peaked, indicating future downside pressure on energy and metals ...

  • Oil – Running in the shadows - Updated Thu March 20, 2014

    • il-price volatility is likely to rise on the basis of limited supply buffers and increased supply risks • e present our 2014 and 2015 oil balances, showing strong demand and strong North American supply • e adjust our price forecasts for 2014,...

  • Commodity investor flows - Updated Mon March 17, 2014

    • ETF: Fund flows were positive across the entire complex, particularly for gold • CFTC: Aggregate net spec increased again, but cumulative money flow appeared overextended...

  • Commodity investor flows - Updated Mon March 3, 2014

    • ETF: Flows were positive across most of the complex; geopolitical drivers provided tailwinds for gold • CFTC: Managed-money flows trended towards their highest in two years ...

  • Commodity investor flows - Updated Mon February 24, 2014

    • ETF: Sentiment towards the broad index turns more bullish; gold sees outflows on price resistance • CFTC: Large speculators turn more bullish towards commodities on high cash flow ...

  • Commodity investor flows - Updated Mon February 10, 2014

    • ETF: Flows into commodities were mostly positive, except for base metals • CFTC: Aggregate net spec rose for a fourth straight week; dry weather drove agricultural net spec higher...

  • Commodity investor flows - Updated Tue January 21, 2014

    • ETF: Overall flows were bearish due to outflows from energy and broad-index funds • CFTC: Energy speculators turned more bearish; positions were overextended in copper, gold, and wheat...

  • Crude palm oil – Output slips on wet weather - Updated Wed November 13, 2013

    Risks to Indonesia’s CPO output are to the downside as plantations enter a low-yielding cycle • China’s CPO inventories fall sharply and import volumes start to recover • Market dynamics currently support our view of stronger CPO prices in Q4-2013...

  • Commodity investor flows - Updated Mon November 11, 2013

    • ETF: Gold inflows buck the norm; commodity inflows remain mixed, with energy (ex-oil) benefiting • CFTC: Aggregate net spec falls by 23.5%; cocoa and sugar look increasingly overextended...

  • Crude oil – Shale oil yet to upset the balance - Updated Tue November 5, 2013

    The EIA recently doubled its US peak tight-oil output forecast; we believe it is still too conservative • Increased disruptions in the MENA region will keep oil prices high in the next 12 months • Reported inventory is below the seasonal mean, ref...



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