Commodity Review 20211231 by Andrew Pedler- Now Available

Nickel - Japan, South Korea Dear Margaret (ref no: 902) Wishing you a Happy & prosperous New Year for 2022., and the ability to travel (safely when you want to)!   Comments of particular interest are noted with ‘*’.   Matau’s Comments: Nickel...

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Commodity Review 20211224 by Andrew Pedler – Now Available

USA - Germany - UK Comments of particular interest are noted with ‘*’.   Matau’s Comments: Saudi’s oil exports soared!  Base metal markets remain excruciatingly tight! .Gold markets still range trade, pressured by uncertainty and improving economic...

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Commodity Review 20211212 by Andrew Pedler – Now Available

Pt Hedland, USA-CPI Dear Margaret (ref no: 902) Comments of particular interest are noted with ‘*’.   Matau’s Comments: Australia’s CPI has increased to a relatively comfortable 3% (Sep21Qtr) while USA’s CPI has jumped to >6% in November.The USA CPI jump has...

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Commodity Review 20211203 by Andrew Pedler, Now Available

DRC, Japan, USA Comments of particular interest are noted with ‘*’.   Matau’s Comments: Emergence from the Covid-19 Pandemics around the world is facing some new headwinds. (new variant)Global recovery growth has slowed, though not stalled.   South...

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Commodity Review 20211105 by Andrew Pedler – Now Available

Japan - US Comments of particular interest are noted with ‘*’.   Matau’s Comments: Japan’s Orders to Machinery reports respectable growth with many segments’ order levels back to pre-pandemic levels.Base metals’ pinchpoint graphs continue to highlight (very)...

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Commodity Review 20211029 by Andrew Pedler – Now Available

Copper - Gold - USA - Japan Comments of particular interest are noted with ‘*’.   Matau’s Comments: Japan’s steel industry reports decent recovery growth from the pandemic period, though still has some way to go.  However its vehicles output is well...

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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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