Commodities Weekly Energy to remain in the spotlight It is perhaps too soon to call the end of the energy price rally, but the prices of European natural gas and Chinese coal took a tumble this week as supply fears were, at least partially, allayed... 29th October 2021 · 6 mins read
Commodities Outlook Energy supply squeeze to delay decline in prices Low stocks ahead of winter in the Northern Hemisphere have sent energy prices soaring. In turn, higher energy costs have also constrained the production of other commodities, most notably industrial... 28th October 2021 · 2 mins read
Commodities Weekly Tentative signs we are past the peak in energy prices The meteoric rise in energy commodity prices over the last few months lost momentum this week. Natural gas and coal prices were down particularly sharply in Europe after President Putin reiterated... 22nd October 2021 · 6 mins read
Commodities Weekly Energy price rally may spill over to other commodities Most commodity prices increased this week. Optimism over electrification, which was a hot topic during LME Week, seemed to feed through into higher industrial metals prices. But the prices of energy... 15th October 2021 · 6 mins read
Commodities Weekly Energy price rally maybe running out of steam Commodity prices generally rose this week, helped by the US senate approving a deal to increase the federal debt ceiling. After a rollercoaster of a week, European natural gas prices ended the week... 8th October 2021 · 5 mins read
Commodities Chart Pack Gas & coal surge to support other commodity prices Natural gas and coal prices soared in September. In turn, this has raised the output costs of industrial metals, most notably those which are especially energy intensive such as aluminium and steel... 5th October 2021 · 12 mins read
Commodities Weekly Energy prices surge as rally looks overdone Commodity prices generally rose this week, but especially energy prices, which continued to surge on constrained supply, unseasonably high demand and low stocks. That said, we think the supply... 1st October 2021 · 5 mins read
Commodities Weekly Downward pressure on prices is mounting Commodity prices held up well this week, despite the hawkish tone of the Federal Reserve and continued worries over a messy default by Evergrande, the Chinese property developer. Notably, European... 24th September 2021 · 5 mins read
Commodities Weekly Three key developments to keep an eye on Most commodity prices ground higher this week. And, stepping back, we think events this week highlight three key themes to watch in the months ahead. First, natural gas prices show no sign of easing... 17th September 2021 · 6 mins read
Commodities Weekly More of the same Commodity markets have been relatively quiet over the last few weeks, with many prices trading in a narrow range. There are a few exceptions, most notably the prices of natural gas and coal, which... 10th September 2021 · 5 mins read
Commodities Commodity prices on increasingly shaky ground After sharp falls in the middle of the month, most commodity prices ended August broadly flat. However, we doubt it will be long before the downward pressure on prices intensifies again. After all... 3rd September 2021 · 11 mins read
Commodities Weekly Looking for direction There wasn’t a clear direction in commodity markets this week, with most prices driven by commodity-specific factors. Natural gas and coal prices continued to surge, while the prices of some... 3rd September 2021 · 6 mins read
Commodities Weekly Dollar depreciation unlikely to last There was a dramatic turnaround in the fortunes of commodities prices this week, with across-the-board gains as risk appetite picked up and the US dollar eased back. Fed Chair, Jerome Powell, was... 27th August 2021 · 6 mins read
Commodities Update A few points to make on extreme weather events Some of our forecasts for commodity prices this year have been blown off course by extreme weather events. As economists we cannot pretend to have insight into future weather patterns, but we can... 23rd August 2021 · 3 mins read
Commodities Weekly Delta to continue to weigh on prices Commodity prices mostly fell this week on the back of a stronger US dollar as well as mounting concerns over the demand outlook. China’s July activity and spending data, published on Monday, were... 20th August 2021 · 5 mins read
Commodities Weekly Alarming UN report could spark more green spending The UN’s latest Intergovernmental Panel on Climate Change (IPCC) report warned that ever-increasing greenhouse gas emissions are a ‘code red for humanity’, which could give further momentum to the... 13th August 2021 · 6 mins read
