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Thursday April 25, 2024
Clyde Russell

  • January 23, 2017

    A new year, a new bubble

    METAL The new year has started with something familiar from the last - a bubble in Chinese iron ore and steel prices.The most-traded iron ore...

  • October 03, 2016

    The hard work

    CRUDE Under-promise and then over-deliver is a well-worn tactic to boost one´s fortunes, with OPEC´s somewhat woolly promise to cut...

  • September 19, 2016

    Coking coal bubble to deflate

    COMMODITY When the price of a commodity rises by 117 percent in a mere 15 weeks, it´s generally a sign that something is amiss in the market,...

  • September 12, 2016

    Time to stop over

    OIL One of the enduring features of oil markets is a tendency to over-analyse and interpret every word uttered by the various players, with the...

  • July 04, 2016

    End of the oil war

    MARKET Has Saudi Arabia already switched tack and started to surreptitiously balance supply and demand in the crude oil market? One of the...

  • May 30, 2016

    Tension to rise

    ENERGY The price of spot cargoes of liquefied natural gas in Asia has broken its long-standing link to crude oil this year, a development likely...

  • May 16, 2016

    Possibly perspicacious

    Oil Saudi Arabia’s decision to hike crude oil prices to Asian customers by the most in more than a year is both understandable and...

  • May 02, 2016

    Aluminium looks vulnerable

    METAL If there is a common theme emerging from the recent strong gains in commodity prices, it’s that the extent of the rally isn't justified...

  • April 11, 2016

    Oil’s footsteps

    ENERGY Should the liquefied natural gas market become much more like crude oil, with deep and liquid futures contracts coupled with unrestricted...

  • March 28, 2016

    The China story

    COMMODITIES The improved sentiment surrounding the outlook for China´s demand for natural resources is being reflected by rising imports for...