Of particular interest this week:
Zinc: IBG – Citronen
Australian Exploration Spending: recovering, slowly, mostly.
Port of Singapore – bulks.
OECD Composite Leading Indicators : surprisingly positive after the past few months. Still, there is time yet.
Copper Cochilo’s Cu price forecasts for 2016-2017. Modest improvements.
Zinc & Lead IBG’s Citronen Zn project advancing toward development. China’s Pb TCs
Nickel Will this year be different?
Tin PT Timah looking to diversify from the Sn weight of its commodity base.
Aluminium Chinese smelters to forma stockpile JV.
Gold Gold appears to be regaining some of its safe-haven status.
Platinum & Palladium Pt & Pd prices hit in the most recent commodity price rout.
Oil Prices fell on concerns re- Iranian supply resumption upon end of export restrictions.
Coal Met coal prices sluggish, though WHC’s Maules Ck ramping up.
Iron Ore Iron ore prices not likely to move much prior to Chinese NY.
LME base metals – contango / backwardation: 2016 will be an interesting year.
Australian Exploration Spending: Sept Qtr saw mixed recovery rates from the recent downturn.
Port of Singapore: shipping traffic is strong in bulk commodities.
OECD Composite Leading Indicators: Surprisingly, mostly positive indications.