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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Commodity Review 20210416 by Andrew Pedler – Now Available

USA- Iron Ore 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 modest recovery from covid will likely report strong positive growth...

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Commodity Review 20210401 by ANdrew Pedler – Now Available

OECD CLI's, USA, Japan Comments of particular interest are noted with ‘*’.   Matau’s Comments: Most commodity markets are showing signs of increased tight (labour or raw materials) conditions.Precious metals are under some pressure, though there are abundant...

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Commodity Review 20210319 by Andrew Pedler – Now Available

Exploration, China, Shipping, USA Comments of particular interest are noted with ‘*’.   Matau’s Comments: It is frustrating when companies are required to report data to the relevant exchanges, yet government statistics agencies’ rules prevent them from including...

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Commodity Review 20210305 by Andrew Pedler – Now Available

USA, PMI, Yields & Construction Comments of particular interest are noted with ‘*’.   Matau’s Comments: The USA Federal Reserve Chairman has not indicated any more central bank support, and has not reversed the prevailing USA central bank settings.  Bond...

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Commodity Review 20210226 by Andrew Pedler -Now Available

USA Durables and Singapore Ships Comments of particular interest are noted with ‘*’.   Matau’s Comments: USA economy appears to be recovering with data including durable goods. Vehicle orders with good positive growth rates.USA bond yields starting to lift.USA...

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Commodity Review 20210129 by Andrew Pedler – Now Available

World Steel - USA Comments of particular interest are noted with ‘*’.   Matau’s Comments: Market activity is refocussing on fundamentals with clear responses in prices of select commodities that are in demand. Base metal markets are tightening further....

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