OPEC+ is holding good cards and a steady course
OPEC+ is to meet virtually in Vienna today for its official half-yearly meeting. The bull-recipe is still intact: ”Reviving demand, muted US shale oil response and…
Analys
Analyser på råvaror från ledande banker och analysföretag. Både längre analysbrev och kortare tradingidéer.
A moment in markets – Commodity returns can be enhanced
In ‘A moment in markets – Are we in a commodity supercycle?’ the promising environment for commodities, especially sectors like industrial metals, was outlined. But for…
One year after USD -37.63/bl
It is exactly one year since WTI crashed to USD -37.63/bl. Yes, it was probably trading games involved. Yes, it was highly specific to storage and pipeline constraints at the…
A moment in markets – Are we in a commodity supercycle?
The notion of a commodity supercycle is exciting for commodity investors. The term supercycle is used for a bull run that may extend for many years. What rouses investors is not…
Iranian nuclear negotiations at center stage
Brent crude is trading like it is April with snow one day and sunshine the next. We currently have spring refinery maintenance with reduced processing of crude by refineries and…
Aluminium’s surge fuelled by fundamentals
Mobeen Tahir, Associate Director, Research, WisdomTree explores the recent ascent in aluminium, including the potential forces driving the surge. “After rising in lockstep…
Getting to zero, getting the job done
Politicians have been talking and talking for decades but with only marginal improvements in terms of emission reductions. Primarily because actually doing the job has earlier…
SKM Prisinformation Elcertifikat vecka 11, 2021
LEVERANS AV M-21 GENOMFÖRD TILLDELNING 4 484 264 PRISKOMMENTAR Elcertifikat: Efter tilldelningen i måndags kom ”hockeyklubban” av sig. Tilldelningen blev något högre än…
SKM Prisinformation Elcertifikat vecka 10, 2021
BEGYNNANDE HOCKEYKLUBBA? STÅR PÅ MÅLLINJEN PRISKOMMENTAR Elcertifikat: Äntligen en prisgraf med en begynnande hockeyklubba! Till sist får två månader med elcertunderskott…
A moment in markets – The evolving investment narrative surrounding metals
Investors are certainly not oblivious when it comes to expectations of a post-pandemic global economic recovery and the budding chatter about a new commodity supercycle. But the…