Precious Metals Update South Africa’s platinum group metal supply to struggle The global supply of platinum group metals is likely to be increasingly strained by electricity shortages in South Africa. This poor supply outlook is a key reason why we forecast the prices of these... 3rd February 2023 · 4 mins read
Commodities Weekly Huge risks associated with China reopening The raft of inflation data and central bank policy decisions were key drivers of prices this week, but to some extent China stole the show. We now think that a dismantling of the zero-COVID policy is... 16th December 2022 · 6 mins read
Commodities Outlook The global recession isn’t done with commodities yet Tight financial conditions and China’s biggest COVID outbreak yet mean global economic growth will slow further in the first quarter of next year, dragging most commodity prices lower. The slowdown... 16th December 2022 · 2 mins read
Commodities Weekly Natural gas and coal prices to stay higher for longer We’ve raised our near-term natural gas and coal price forecasts across the board this week to account for the recent slump in Russian natural gas exports to Europe, the likelihood that those exports... 26th August 2022 · 6 mins read
Precious Metals Update Palladium price to rise through 2023-24 We forecast palladium demand to pick up slightly over the next two years, while supply growth is set to remain muted, keeping the market in a deficit throughout. Continued drawdowns of stocks over... 24th August 2022 · 3 mins read
Commodities Weekly Natural gas price knows no bounds It was another week of soaring natural gas prices as LNG demand from Asia appears to have picked up and the energy crisis in Europe deepens by the day. Ultra-dry and hot weather across Europe is... 19th August 2022 · 6 mins read
