Commodity Review 20201023 by Andrew Pedler – Now Available

World Steel - China: Industry & Energy Comments of particular interest are noted with ‘*’.   Matau’s Comments: The world’s equity and commodity markets appear to collectively be taking long and deep breaths. Concerns ahead include: The USA election, for which...

read more

Commodity Review 20201016 by Andrew Pedler – Now Available

Singapore, USA Comments of particular interest are noted with ‘*’.   Matau’s Comments: The world’s equity and commodity markets appear to collectively be taking a deep breath.  Conncerns ahead include: The USA election, which many are now believing Biden’s...

read more

Commodity Review 20201009 by Andrew Pedler – Now Available

Rigs, Port, Japan Comments of particular interest are noted with ‘*’.   Matau’s Comments: Whether President Trump's 180° reversal from his position a few days ago was an intended moved to properly posture himself and gain an edge for negotiations with Nancy...

read more

Commodity Review 20201002 by Andrew Pedler – Now Available

Japan - USA Comments of particular interest are noted with ‘*’.   Matau’s Comments:  This week, Friday to be specific, the global markets sense of un certainty jumped, because something that was not supposed to happen, did!  To date news flow from the...

read more

Commodity Review 20200911 by Andrew Pedler – Now Available

Comments of particular interest are noted with ‘*’. Matau’s Comments: *        Base metals’ pinch-point graphs continue to show metal prices are tight though only copper is responding in this confused market. as industry restarts post-Covid-19 in...

read more

Commodity Review 20200828 by Andrew Pedler – Now Available

World Steel & China 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...

read more

Commodity Review 20200821 by Andrew Pedler – Now Available

Singapore Shipping - USA (House Starts) 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...

read more

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...

read more

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...

read more

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...

read more

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...

read more

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...

read more

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...

read more