Clyde Russell

  • A new year, a new bubble

    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...

  • The hard work

    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...

  • Coking coal bubble to deflate

    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,...

  • Time to stop over

    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...

  • End of the oil war

    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...

  • Tension to rise

    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...

  • Possibly perspicacious

    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...

  • Aluminium looks vulnerable

    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...

  • Oil’s footsteps

    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...

  • The China story

    The China story

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