Of particular interest this week:
Oil & Gas: short-sighted Australian state government bans likely to drive domestic gas shortfalls.
Gold: price likely to increase on Fed decision either way.
Coal HCC DecQtr negotiations tighten.
Australian Mineral Exploration Spending – forecast to improve, now with money to spend.
Copper Strike at Los Bronces has ended with worker agreement. Peru’s goals for Cu output.
Nickel Nickel market waiting upon outcomes of Philippine government mining audits.
Zinc & Lead Global Zn market is in deficit for 2016 to date. Chinese refined imports up strongly.
Tin Myanmar’s Wa region supplying tin to China. Wa region largely unexplored for Sn et al.
Aluminium Rusal expects aluminium prices to stablise in 2017.
Gold Prices in a quandary about the forthcoming Fed rate rise. May see a price increase in either case.
Platinum & Palladium Amplats closing a Pt smelter for repairs.
Oil & Gas Australia gas market’s forecast shortages will likely be due to state government bans.
Coal HCC negotiations narrowing the bid-ask.
Iron Ore BHP maintains view that China’s steel demand has not peaked. Demand to be more shared about within China’s economy than previously.
Shipping Strong demand for iron ore increased demand for cape-size vessels.
General Port of Singapore – shipping traffic shows stronger demand for containerised freight.
OECD Composite Leading Indicators – Good growth outlook for Asian region, less for USA & Euro.