Of particular interest this week:
Steel: positive growth, particularly in emerging economies.
Copper: disruption to supplies continues.
Copper Long term Cu price forecasts improve. Disruptions to supply loom.
Nickel Kambalda outlook for reduced local supply of Ni concentrate.
Zinc & Lead Strike at Noranda’s Quebec process plant.
Tin Despite uncertainty there is still good availability of Chinese and Indonesian supply.
Aluminium Write-downs at Portland (Vic).
Gold Australian gold output at 17 year high.
Platinum & Palladium Zimbabwe, China & Russia.
Oil OPEC may be wrong to be withholding supply?
Coal Rising domestic thermal coal prices at northern ports.
Iron Ore Most outlook considers that iron ore prices will still decline.
Shipping Capes up on iron ore demand.
Global Steel production – growing strongly yr-on-yr, though uncertainty slowed mo-on-mo growth.
USA Industrial Production, Capacity Utilisation and Housing Starts.
Japan – LNG prices