SEB Commodities price outlook
Macro: Hot US, cold China, expensive energy, and a looming food crisis. The US economy is super-hot like it is running on steroids following trillions of USD in stimulus during…
Analys
Analyser på råvaror från ledande banker och analysföretag. Både längre analysbrev och kortare tradingidéer.
Has war awoken gold?
Nitesh Shah Head of Commodities & Macroeconomic Research, WisdomTree discusses how Russia’s invasion of Ukraine has changed gold prices The European Union says it is one of…
Price reaction to OPEC+ deal reveals the state of the oil market
Mobeen Tahir, Associate Director, Research, WisdomTree provides his view on the price reaction to OPEC+ deal and what this means for the state of the oil market. “Arguably,…
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…
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…