Commodity Review 20200731 by Andrew Pedler – Now Available

Gold, USA, UK, Germany Comments of particular interest are noted with ‘*’.   Matau’s Comments:   Base metals’ pinch-point graphs continue to show metal prices rising, in response to expectations of (stimulus driven) increased demand, and recognition of tight...

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Commodity Review 20200724 by Andrew Pedler – Now Available

China: Industry , Energy & Transport. -World Steel Comments of particular interest are noted with ‘*’.   Matau’s Comments:   Base metals’ pinch-point graphs continue to show metal prices rising, in response to (stimulus driven) expectations of increased...

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Commodity Review 20200717 by Andrew Pedler – Now Available

Singapore, Baker Hughes, USA Comments of particular interest are noted with ‘*’.   Matau’s Comments:   Singapore shipping is a reflection of trade in the SE Asian Region (and passage of ships to northern Asia (China, Japan, South Korea, Taiwan).  Bulk...

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Commodity Reveiw 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...

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Commodity Review 20200605 by Andrew Pedler – Now Available

China transport & Recovery Comments of particular interest are noted with ‘*’.   Matau’s Comments:   China’s transport data is inciteful in its portrayal of impacts on different segments, and potential recovery time-frames. Base metals are starting...

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Commodity Review 20200501 by Andrew Pedler – Now Available

USA UK Comments of particular interest are noted with ‘*’.   Matau’s Comments:   There are abundant conflicting influences on supply / demand balances for most commodities, driven mostly by restrictions and issues related to the COVID-19 pandemic, which...

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Commodity Review 20200417 by Andrew Pedler – Now Available

USA Comments of particular interest are noted with ‘*’.   Matau’s Comments:   Coronavirus:China is emerging from COVID-19, but its customer countries are still dealing with peak infections and restrictions, so a recovery in demand is lagging a potential...

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