News and analysis on commodities
Commodities, Markets. 10 November, 2012, 15:31 Gold lagging previous QE cycles, but DB remains bullish
Gold price is underperforming after new round of quantitative easing comparing with the previous QEs.
Commodities, Markets. 21 September, 2012, 17:56 Gold price and central banks’ balance sheet expansion
What does central banks’ balance sheet expansion do to gold prices?
Commodities, Markets. 18 September, 2012, 0:20 Steel and iron ore prices in China rebounded on stimulus, perhaps
Iron ore prices in China have rebounded very strongly.
Commodities, Markets. 5 September, 2012, 16:46 China’s steel output was understated, says Wu Xichun
Steel production figures were under-reported.
Commodities, Markets. 31 August, 2012, 16:46 China’s Steelmakers make US$0.26 for each tonne of steel, says CISA
Falling steel prices are squeezing China’s steelmakers profit to almost non-existent for the industry as a whole.
Commodities, Markets. 30 August, 2012, 12:37 Iron ore and cotton inventories at Chinese ports remain at elevated levels
Chinese ports are now so full of iron ore and cotton.
Commodities, Markets. 25 August, 2012, 1:35 China’s steel and iron ore prices refused to stop falling
Steel and iron ore prices in China refuse to stop falling.
Commodities, Markets. 22 August, 2012, 17:30 China’s steel and iron ore prices fall, steel mills defaulted on contracts
Steel and iron ore prices in China are still falling, and some steel mills are defaulting on contract or deferring shipments.
Commodities, Markets. 22 August, 2012, 11:16 Europe is vulnerable to agricultural commodities prices shock
Agricultural commodities prices are rising in Europe as well.
Commodities, Markets. 7 August, 2012, 11:36 Effect of Drought is showing up in steepening of hogs and cattle forward curves
Effect of drought is now showing up in hogs and cattle foward curves.
Commodities, Markets. 31 July, 2012, 10:18 Agricultural commodity prices reach new highs on on-going drought
Agricultural commodity prices are reaching new highs as the weather situation apparently is not improving.
Commodities, Markets. 19 July, 2012, 17:03 The impact of recent drought in the US on global food prices
Barclays believes that emerging markets are now in a better position to cope with rising food prices caused by recent drought.
Commodities, Markets. 11 May, 2012, 10:35 The CRB commodity index is more or less a stress indicator
The CRB commodity index will be the key indicator to watch for financial stress amid the seemingly escalating Euro crisis.
Commodities, Markets. 12 March, 2012, 16:55 Revisiting that alternative hypothesis on gold
We revisit the weird alternative hypothesis on gold, and see if it will have anything to do with the Chinese economy.