31 Mar 2022 | Talking Points
COPPER Market dynamics for copper are at a crucial level and it’s questionable to what extent the global refined copper supply chain can handle the scale of current supply disruption. Global exchange supplies of copper are at a 16-year low and there are currently just...
17 Mar 2022 | Talking Points
What we’re seeing in commodity markets right now is a wearing-off of the initial price surge and market euphoria that accompanied Russia’s invasion of Ukraine, which saw prices spike to more than decade highs. Now, we are seeing markets consolidate and a focus on...
17 Feb 2022 | Talking Points
CRUDE OIL Crude oil around $95 a barrel represents its highest level since August 2014 – a 7.5-year high. We know that markets hate uncertainty, and markets especially hate uncertainty with respect to the oil sector, given that it is remains the lifeblood of the world...
10 Feb 2022 | Talking Points
IRON ORE Never underestimate iron ore. It’s a commodity that’s been intrinsically linked to China’s economic growth over the past two decades. Prices are at a five-month high and have risen 55% over the past three months to around the $150 a tonne mark, as we approach...
27 Jan 2022 | Talking Points
CRUDE OIL Already less transitory than forecast, central bankers’i nflation headaches may be about to become more acute as they face the prospect of $100-plus oil that lifts consumers’ price expectations and intensifies simmering wage hike pressures. Brent...
17 Dec 2021 | Talking Points
CRUDE OIL Oil prices have recovered solidly to be trading around the $70 per barrel mark, as stability and calm have returned to crude markets. The recovery has been based on a growing belief that the implications of the Omicron variant aren’t going to be as severe as...
