Commodities - General News 03 (Jul 14 - Apr 18)

Re: Commodities - General News 03 (Jul 14 - Dec 17)

Postby winston » Wed Sep 27, 2017 10:42 am

China still stocking up on metals and credit, private survey says

The China Beige Book, a private survey of Chinese businesses, said in an early brief of third-quarter data that companies are stockpiling commodities without using them.

Companies in the commodities industry saw a drop in revenue, profits and other lines of business.

The China Beige Book also found that Chinese companies are still borrowing, despite national efforts to cut back on loans.

For the sixth quarter in a row, coal, aluminum, steel, and copper each saw capacity rise on net"


MS has a negative price forecasts on aluminum, copper, iron ore and steel.


Source: CNBC

https://www.cnbc.com/2017/09/26/china-s ... KW,111KA,1
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Re: Commodities - General News 03 (Jul 14 - Dec 17)

Postby winston » Tue Oct 03, 2017 12:41 pm

For Base Metals: “There Will Be Growth in the Spring”

By Eric Fry

“Emerging and developing economies are projected to see a sustained pickup in activity, with growth rising from 4.3% in 2016 to 4.6% in 2017 and 4.8% in 2018.”


First, the widespread devastation in Puerto Rico, Florida, Texas and numerous Caribbean islands will produce a large one-off demand for all sorts of construction materials – from lumber to zinc to copper.

Second, “green technologies” that are gaining an ever-larger footprint worldwide are big consumers of base metals. Solar power, wind power and electric vehicles all require massive quantities of copper and other base metals.


Source: The Oxford Club

https://energyandresourcesdigest.com/ba ... ?src=email
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Re: Commodities - General News 03 (Jul 14 - Dec 17)

Postby winston » Thu Oct 19, 2017 8:48 am

India: The Newest Reason to Buy Base Metals

By Eric Fry

At present, China accounts for about half of the world’s demand for most base metals, whereas India accounts for only 2% to 3% of the total…

Indian demand for base metals is about two decades behind China’s.


Source: The Oxford Club

https://energyandresourcesdigest.com/in ... ?src=email
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Re: Commodities - General News 03 (Jul 14 - Dec 17)

Postby winston » Mon Oct 23, 2017 10:48 am

Commodities are quietly booming

by Julia La Roche

The OECD, the developed world, and you combine that with the top ten emerging markets by GDP, they are all growing right now.

We haven’t had this coordinated growth since ’04, ’05, and ’06. There’s usually someone that’s exhibiting some sort of recessionary behavior”.


Source: Yahoo Finance

https://finance.yahoo.com/news/commodit ... 50660.html
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Re: Commodities - General News 03 (Jul 14 - Dec 17)

Postby winston » Thu Oct 26, 2017 5:53 am

3 Charts Suggest Commodities Uptrend Is Just Getting Started

By Casey Murphy

Source: Investopedia

http://www.investopedia.com/news/3-char ... yptr=yahoo
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Re: Commodities - General News 03 (Jul 14 - Dec 17)

Postby winston » Mon Oct 30, 2017 2:21 pm

Everyone's a Metals Bull as the Global Economic Engine Fires Up

by Jack Farchy, Mark Burton

For the first time in years, optimism is widespread among traders, smelters, miners and brokers gathering in London, buoyed by a combination of strong growth across the world’s key demand centers, supply curbs in China and a return of investor interest.


Metals demand in Europe is picking up on the back of rising demand from the construction and automotive sectors.

Codelco, the world’s largest copper producer, raised the premium it charges to deliver metal to European customers for the first time in four years.


While strong global demand is underpinning the optimism, supply issues are also creating pockets of tightness.

Glencore’s output cuts helped fuel the zinc rally and Chinese capacity cutbacks have spurred higher aluminum prices.


The supply discipline that kicked this rally off can dissipate in the next six to 12 months".


Source: Bloomberg

https://finance.yahoo.com/news/everyone ... 01725.html
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Re: Commodities - General News 03 (Jul 14 - Dec 17)

Postby winston » Mon Nov 06, 2017 7:09 pm

A Very Bullish Case For Commodities

by Nick Cunningham

There are several reasons why the investment bank reached this conclusion.

The first is based on the “maturing business cycle.” Specifically, we are at a particular point in the business cycle – phase 3 – called the “growth above capacity” phase, which is to say, “where commodities outperform other asset classes and policy makers are forced to put the brakes on growth,” Goldman argued.


The second reason why Goldman thinks there is a bullish case for commodities is the return of backwardation, a situation in which near-term contracts trade at a premium to longer-dated futures.


Source: Oilprice.com

https://finance.yahoo.com/news/very-bul ... 00096.html
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Re: Commodities - General News 03 (Jul 14 - Dec 17)

Postby winston » Wed Nov 08, 2017 11:00 am

Here’s Why You Need to Buy These 3 Metals Stocks Today

by Tony Daltorio

Source: investors Alley

https://www.investorsalley.com/heres-wh ... cdsingmkbt
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Re: Commodities - General News 03 (Jul 14 - Dec 17)

Postby winston » Thu Nov 09, 2017 9:41 pm

Sky-high stock market has investors looking to commodities

by Devika Krishna Kumar and Chris Prentice

. Strong demand in markets like oil and copper, along with tightening supply, is shifting the fundamental outlook, boosting commodity flows.


Commodities, unlike equities, can be expensive to hold for long periods of time, if future-dated prices are higher than current ones.

That has exaggerated the spread between commodities and equities as passive investors in commodities lose money when the managers of commodity indices sell cheaper contracts as they come due for physical delivery, then buy costlier futures.


Source: Reuters


http://www.reuters.com/article/us-globa ... News%20Now
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Re: Commodities - General News 03 (Jul 14 - Dec 17)

Postby winston » Mon Nov 20, 2017 9:56 pm

Mining Stocks Are Booming, but Did You Miss Your Chance?

Based on recent reports, it appears the commodity cycle is turning in China, one of the largest drivers for mining revenues.

ByTom Terrarosa

"Despite notably different supply-side dynamics this year -- capacity cuts and winter closures in China for aluminum and increasing supply from Philippines and Indonesia for nickel -- prices of all base metals are now about 25% higher compared to the end of last year,"


Goldman's clients are particularly concerned over China's slowing property market.


Source: The Street

https://www.thestreet.com/story/1439602 ... yptr=yahoo
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