Home » Posts tagged 'commodities'
Tag Archives: commodities
Aluminum Prices Hit Two-Year High On Smelter Output Limits In China
Aluminum Prices Hit Two-Year High On Smelter Output Limits In China Aluminum prices in London reached their highest in two years as the industrial metals rebound theme continued, driven by a combination of supply constraints and the prospect of increased demand in China and the US. The latest driver for the silvery-white, lightweight metal, used in everything from vehicles […]
It’s Not Just Gold. This Is A Full-On Commodities Bull Market
It’s Not Just Gold. This Is A Full-On Commodities Bull Market Which, ironically, is a good reason to be careful First, uranium had a nice run. But it was all alone for a depressingly long time. That changed a couple of months ago as gold, silver, and copper began runs of their own: Nickel, meanwhile, […]
Trading Houses Will Collapse As “Margin Call Doom Loop” Goes Global, Trafigura CFO Warns
Trading Houses Will Collapse As “Margin Call Doom Loop” Goes Global, Trafigura CFO Warns Sometimes repo guru Zoltan Pozsar is so far ahead of his time, it takes the “experts” weeks just to read up on all the required source docs to even grasp what he is talking about. Last week we reported that the Bloomberg news that one […]
“The Market Is Starting To Fail”: Buyers Balk At Russian Oil Purchases Despite Record Discounts, Sanction Carve Outs
“The Market Is Starting To Fail”: Buyers Balk At Russian Oil Purchases Despite Record Discounts, Sanction Carve Outs While in their unprecedented broadside of sanctions on Russia, the U.S. and Western allies went out of their way to spare Russian energy shipments and keep economies humming and voters warm, the oil market has gone on […]
JPMorgan Publishes Terrifying Take On What Ukraine Crisis Will Do To Commodity Prices
JPMorgan Publishes Terrifying Take On What Ukraine Crisis Will Do To Commodity Prices So far western media has been relatively silent on what the escalating Ukraine crisis means for western consumers when it comes to prices for everyday commodities such as oil, gas, wheat, corn (and gold, for the goldbugs), and with good reason: as […]
Someone is betting that oil will soar to a record US$200 per barrel
Someone is betting that oil will soar to a record US$200 per barrel Crude oil prices are falling after inventories revealed a build in stockpiles for the first time in eight weeks after natural disasters knocked several U.S. refineries offline. Could the energy crunch get so bad that oil prices hit US$200 a barrel? One […]
World’s Largest Commodity Traders Face Massive Margin Calls As Global NatGas Arb Explodes
World’s Largest Commodity Traders Face Massive Margin Calls As Global NatGas Arb Explodes Just one week ago, we highlighted the first victim of the latest “rogue wave” in global natural gas markets. As Miami-based Statar Capital gave up its “hefty gains” from earlier in the year, tumbling into the red amid the NatGas market turbulence, we warned that it […]
Commodities, Supply-Chains and Structural Changes in Demand
COMMODITIES, SUPPLY-CHAINS AND STRUCTURAL CHANGES IN DEMAND Talk of a new commodity super-cycle may be premature Once GDP growth returns to trend, commodity demand will moderate Fiscal and monetary relief are key to maintaining growth and demand Structural changes in energy demand will prove more persistent As the spectre of inflation begins to haunt economists, […]
Rabo: We Are Edging Closer To A Biblical Commodity Price Increase Scenario
Rabo: We Are Edging Closer To A Biblical Commodity Price Increase Scenario We Need Some Serious Remodelling Yesterday’s Daily saw me float the model hypothesis that the Fed would like everyone to have all their money in stocks, so they would have a practical mechanism for inflating and deflating the economy above and beyond the […]
On The Verge Of A Global Crisis: One Bank Warns Of A “Biblical” Surge In Food Prices
On The Verge Of A Global Crisis: One Bank Warns Of A “Biblical” Surge In Food Prices Biblical, Lean, and Mean: ‘Dreams’ of an agri-commodity super-cycle Then Pharaoh said to Joseph: “Behold, in my dream I stood on the bank of the river. Suddenly seven cows came up out of the river, fine looking and […]
$65 Oil And $5000 Gold: Traders Expect Volatility In Key Commodities
$65 Oil And $5000 Gold: Traders Expect Volatility In Key Commodities The year of the pandemic put two commodities under the spotlight, but for different reasons. Gold prices hit an all-time high in August, while crude oil slipped into negative for a day in April, when demand crashed and inventories soared. Both oil and gold […]
Overcapacity / Oversupply Everywhere: Massive Deflation Ahead
Overcapacity / Oversupply Everywhere: Massive Deflation Ahead The price of a great many assets will crash, out of proportion to the decline in demand. Oil is the poster child of the forces driving massive deflation: overcapacity / oversupply and a collapse in demand. Overcapacity / oversupply and a collapse in demand are not limited to the […]
