Commodity Review 20211001 by Andrew Pedler – Now Available

China - USA - Power - Japan Comments of particular interest are noted with ‘*’.   Matau’s Comments: China’s power constraints, largely self imposed, are restraining China’s production and also demand for particular products.  Part of the target is to have...

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Commodity Review 20210917 by Andrew Pedler – Now Available

China, Singapore Comments of particular interest are noted with ‘*’.   Matau’s Comments: “Sorry Gold Bugs!” A major investment house has sold its interests in gold, assessing that the returns in such a low interest rate environment from a non-earning risk...

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Commodity Review 20210910 by Andrew Pedler – Now Available

Vietnam, South Korea, UK, Germany Comments of particular interest are noted with ‘*’.   Matau’s Comments: South Korea & Vietnam are two of the Asian countries that are actually ‘growing’, as emerging industrial nations.  (South Korea has been doing this...

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Commodity Review 20210827 by Andrew Pedler – Now Available

China Industry and Energy - USA Durables Comments of particular interest are noted with ‘*’.   Matau’s Comments: China’s Industry reported lower steel product output and stronger Energy demand, though manufactured products in July had quite mixed outcomes. ...

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Commodity Review 20210820 by Andrew Pedler – Now Available

USA-IP, China-Tspt. Comments of particular interest are noted with ‘*’.   Matau’s Comments: China’s transport data reports freight traffic has largely recovered, though passenger traffic has redcovered to about half way to pre-covid levels.Copper production in...

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Commodity Review 20210806 by Andrew Pedler – Now Available

India, USA- Construction, PMI's Comments of particular interest are noted with ‘*’.   Matau’s Comments: India is one of the key growth economies in the world.  This week Matau takes a look at its gold jewellery spending, and its resources endowment(s)....

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Commodity Review 20210730 by Andrew Pedler – Now Available

Gold demand, Durables USA, IP Germany & UK Comments of particular interest are noted with ‘*’.   Matau’s Comments: Further flooding in China continues to disrupt transport, though industry reports little (direct) impact.Base metal pinch-point graphs remain...

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Commodity Review 20200710 by Andrew Pedler – Now Available

Exploration Spending, Iron Ore, Japan Orders Comments of particular interest are noted with ‘*’.   Matau’s Comments:   Japan’s Orders to Machinery (May data) also hitting lows not seen for a long time (last week reported on IP segments).Port Hedland iron ore...

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Commodity Review 20210716 by Andrew Pedler – Now Available

Freight: China, Port Hedland, Singapore Comments of particular interest are noted with ‘*’.   Matau’s Comments: As for last week … April through June, for most key countries, the base months in 2020 were the lowest base-readings data during the initial Covid-19...

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Commodity Review 20210709 by Andrew Pedler – Now Available

Japan Comments of particular interest are noted with ‘*’.   Matau’s Comments: As for last week … April through June, for most key countries, the base months in 2020 were the lowest base-readings data during the initial Covid-19 wave, meaning that yr-on-yr growth...

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Commodity Review 20210702 by Andrew Pedler – Now Available

USA Comments of particular interest are noted with ‘*’.   Matau’s Comments: For April through June, for most key countries, the base months in 2020 were the lowest base-readings data during the initial Covid-19 wave, meaning that yr-on-yr growth numbers are...

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Commodity Review 20210625 by Andrew Pedler – now Available

China, USA, UK, Germany Comments of particular interest are noted with ‘*’.   Matau’s Comments: For April through June, for most key countries, the base months in 2020 were the lowest base-readings data during the initial Covid-19 wave, meaning that yr-on-yr...

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Commodity Review 20210618 by Andrew Pedler – Now Available

USA - IP & House starts Comments of particular interest are noted with ‘*’.   Matau’s Comments: For April though June, the base months in 2020 were usually the lowest data base-readings during the initial Covid-19 wave, meaning that yr-on-yr growth numbers...

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Commodity Review 20210611 by Andrew Pedler – Now Available

Shipping Comments of particular interest are noted with ‘*’.   Matau’s Comments: For April though June, the base months in 2020 were usually the lowest data base-readings during the initial Covid-19 wave, meaning that yr-on-yr growth numbers are strongly...

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Commodity Review 20210604 by Andrew Pedler – Now Available

USA - Japan Comments of particular interest are noted with ‘*’.   Matau’s Comments: For April though June, the base months in 2020 were usually the lowest data base-readings during the initial Covid-19 wave, meaning that yr-on-yr growth numbers are strongly...

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Commodity Review 20210514 by Andrew Pedler – Now Available

Shipping, CPI & Gold Comments of particular interest are noted with ‘*’.  … really!  Do read these! * Matau’s Comments: Shipping issues include inability for shipping companies to organise crew-changeover at many ports due to covid-19 restrictions, lack...

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Commodity Review 20210430 by Andrew Pedler – Now Available

Iron Ore - USA durables - Rig Counts Comments of particular interest are noted with ‘*’.   Matau’s Comments: For many countries the depths fo the covid-pandemic were March – June 2020, so yr-on-yr growth rates for even modest recovery from covid will likely...

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Commodity Review 20210423 by Andrew Pedler – Now Available

Singapore - China Comments of particular interest are noted with ‘*’.   Matau’s Comments: For many countries the depths fo the covid-pandemic were March – June 2020, so yr-on-yr growth rates for even modest recovery from covid will likely report strong positive...

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