Precious Metals Update Key takeaways from London Platinum Week With the London Platinum Week coming to an end, we are taking stock of the highlights from the past week of meetings with the major representatives of the PGM industry. The general sentiment across... 19th May 2016 · 1 min read
Industrial Metals Update Sentiment towards precious metals continues to improve Precious metals prices rallied last month, flattered by the recent US dollar weakness. Investors in the futures market added to their net-long positions, but the recent mixed news on the health of the... 17th May 2016 · 1 min read
Commodities Weekly Oil up on supply outages, metals down on demand fears The stronger US dollar and renewed concerns about the robustness of the credit-led recovery in China’s economy weighed on metals prices this week. However, oil benefited from the disruptions to supply... 13th May 2016 · 1 min read
Commodities Watch Commodities Watch - WASDE more bearish than bullish for agriculturals In this new monthly publication, we intend to focus on key developments in agricultural commodities as well as draw on the more in-depth analysis from our Energy and Metals services. This month, we... 13th May 2016 · 1 min read
Commodities Watch WASDE more bearish than bullish for agriculturals In this new monthly publication, we intend to focus on key developments in agricultural commodities as well as draw on the more in-depth analysis from our Energy and Metals services. This month, we... 13th May 2016 · 1 min read
Precious Metals Update Q1 2016 World Gold Council Demand Trend In its Q1 Global Demand Trends report, published today, the World Gold Council (WGC) described a strong quarter for gold demand. A sharp recovery in investor sentiment more than offset a fall in... 12th May 2016 · 1 min read
Metals Data Response South Africa’s Mine Production (Mar.) South Africa’s PGMs production rebounded in March, having fallen sharply in the first two months of the year, suggesting that mining firms have been enticed to raise output in response to higher... 12th May 2016 · 1 min read
Precious Metals Update How much of a threat are electric cars to PGMs demand? Electric vehicles have been the subject of much publicity recently, leading some commentators to question the future of PGMs in the auto industry. While we recognise the growing importance of electric... 10th May 2016 · 1 min read
Metals Chart Pack Precious metals rally on dollar weakness Precious metals prices rallied in April, flattered by the recent dollar weakness. We have been positive on the outlook for precious metals since the start of the year owing to the prospect of lower... 6th May 2016 · 1 min read
Precious Metals Update Is the recent rally in PGM prices sustainable? The recent rally in platinum group metals (PGM) prices has been stronger than we had anticipated and may not be sustainable. Indeed, prices have already retraced slightly from their recent peak of a... 4th May 2016 · 1 min read
Commodities Chart Pack It’s all about the dollar Commodity prices rose again in April on a combination of persistent weakness in the US dollar and investor optimism about a recovery in Chinese demand. While our long-held view has been that... 3rd May 2016 · 1 min read
Commodities Outlook Medium-term prospects remain bright The recent rebounds in many commodity prices have been stronger than even we had anticipated and may be premature. We would not therefore be surprised – or that worried – to see some temporary pull... 29th April 2016 · 1 min read
Metals Watch Autocatalyst demand to boost PGM prices In other publications we have addressed at length how falling mine supply should boost platinum group metals (PGMs) prices. But this is only part of the story. Developments on the demand side are... 26th April 2016 · 1 min read
Metals Data Response China and India’s gold imports (Mar.) Gold imports by both China and India slumped in the first quarter. While imports have been undeniably weak so far in 2016, we expect buying to pick up later in the year in part due to the release of... 26th April 2016 · 1 min read
Commodities Weekly Investor enthusiasm drives prices higher The prices of almost all commodities have risen this week, fuelled by the ongoing improvement in investor sentiment and renewed weakness in the US dollar. The rally in oil prices was perhaps somewhat... 22nd April 2016 · 1 min read
