Energy Data Response US Weekly Petroleum Status Report The ninth consecutive weekly fall in US commercial crude stocks provides further evidence that the market is rebalancing. We expect this trend to continue over the next few months at least, which... 9th August 2017 · 1 min read
Energy Data Response US Weekly Petroleum Status Report Another increase in refinery runs led to a fall in crude oil stocks last week. We expect refinery runs to remain high in the coming weeks. This should lead to a sharp drawdown in inventories and help... 2nd August 2017 · 1 min read
Energy Data Response US Weekly Petroleum Status Report The fourth consecutive weekly drop in commercial crude stocks in the US provides further evidence that OPEC’s output cuts are starting to have an impact on inventory levels. We expect this trend to... 26th July 2017 · 1 min read
Metals Data Response Global Steel Production (Jun.) World Steel Association (WSA) data showed a 4.5% y/y rise in global steel production in the first half of 2017, which compares favourably with the 0.8% rise in 2016. 20th July 2017 · 1 min read
Metals Data Response Global Aluminium Production (Jun.) According to the International Aluminium Institute (IAI), global primary aluminium output rose by 7.1% y/y last month, up from 4.8% y/y a month earlier. 20th July 2017 · 1 min read
Energy Data Response US Weekly Petroleum Status Report Another large drop in crude stocks provides further evidence that the market is slowly starting to rebalance. Gasoline stocks also fell as output from refineries dropped back. 19th July 2017 · 1 min read
Metals Data Response South Africa’s Mine Production (May) PGM output continued to fall in May as years of underinvestment have started to take their toll on production. The release of the new Mining Charter, if unchanged, is only likely to worsen what is... 13th July 2017 · 1 min read
Energy Data Response US Weekly Petroleum Status Report Crude oil stocks plunged last week by the largest amount so far this year. Another rise in refinery runs, in tandem with a decline in net imports, contributed to stocks falling below 500 million... 13th July 2017 · 1 min read
Energy Data Response US Weekly Petroleum Status Report Inventories of both crude and gasoline dropped sharply last week as demand picked up and imports fell back. 6th July 2017 · 1 min read
Energy Data Response US Weekly Petroleum Status Report Another rise in net imports contributed to a slight increase in crude oil inventories last week. At the same time, gasoline and distillate stocks fell in spite of weak demand for petroleum products. 28th June 2017 · 1 min read
Metals Data Response China and India’s gold imports (May) The latest trade data show gold imports moved in opposing directions in the two largest consumers last month. The fall in China’s gold imports suggests weaker underlying demand, while India’s imports... 26th June 2017 · 1 min read
Energy Data Response US Weekly Petroleum Status Report Crude stocks fell again last week. However, production and net imports both rose. Meanwhile, higher demand prompted a fall in gasoline inventories. 21st June 2017 · 1 min read
Metals Data Response Global Steel Production (May) World Steel Association (WSA) data showed a 4.7% y/y rise in global steel production in May, down from 5.0% in April. Nonetheless, this still compares very favourably with the 0.8% increase in steel... 20th June 2017 · 1 min read
Metals Data Response Global Aluminium Production (May) According to the International Aluminium Institute, global primary aluminium output rose by 4.8% y/y last month, down from 6.4% y/y a month earlier. However, unlike in April when the growth was all in... 20th June 2017 · 1 min read
Energy Data Response US Weekly Petroleum Status Report Crude inventories resumed their downward trend last week, but gasoline stocks increased on the back of low demand and high refinery output. 14th June 2017 · 1 min read
Metals Data Response South Africa’s Mine Production (Apr.) PGM output had a strong start to the year but the latest figures suggest that it has already started to wane. We expect production to fall in the remainder of the year as the platinum price treads... 8th June 2017 · 1 min read