Category Archives: Research, reports, analysis

Links to reports freely available on the web.

China’s copper deficit.

Posted on October 3, 2014 by jvbmetals | Comments Off on China’s copper deficit | HSBC #metals

CBA Commodities – Daily Alert: Base metals fall on Europe concerns

Posted on October 3, 2014 by jvbmetals | Comments Off on CBA Commodities – Daily Alert: Base metals fall on Europe concerns

CBA Commodities – Daily Alert: Global PMIs slow in September

Posted on October 2, 2014 by jvbmetals | Comments Off on CBA Commodities – Daily Alert: Global PMIs slow in September

CBA Commodities – Daily Alert: Indonesia adopts new coal laws

Posted on October 1, 2014 by jvbmetals | Comments Off on CBA Commodities – Daily Alert: Indonesia adopts new coal laws

CBA Commodities – Daily Alert: Alumina lifts to USD358/t (FOB Australia)

Posted on September 29, 2014 by jvbmetals | Comments Off on CBA Commodities – Daily Alert: Alumina lifts to USD358/t (FOB Australia)

CBA Commodities – Daily Alert: 4Q14 hard coking coal settled at USD119/t

Posted on September 26, 2014 by jvbmetals | Comments Off on CBA Commodities – Daily Alert: 4Q14 hard coking coal settled at USD119/t

Commerzbank: Commodities Daily, Sep 24

Posted on September 24, 2014 by jvbmetals | Comments Off on Commerzbank: Commodities Daily, Sep 24

CBA Commodities – Daily Alert: HSBC flash manufacturing PMI lifts

Posted on September 24, 2014 by jvbmetals | Comments Off on CBA Commodities – Daily Alert: HSBC flash manufacturing PMI lifts

BREE: Resources and energy quarterly

Posted on September 24, 2014 by jvbmetals | Comments Off on BREE: Resources and energy quarterly #commodities #metals

CBA Commodities – Daily Alert: Iron ore below USD80/t (CFR China)

Posted on September 23, 2014 by jvbmetals | Comments Off on CBA Commodities – Daily Alert: Iron ore below USD80/t (CFR China)

Stainless India Magazine, August 2014

Posted on September 18, 2014 by jvbmetals | Comments Off on Stainless India Magazine, August 2014

Thomson Reuters GFMS: Gold Survey 2014 – Update 1

Posted on September 18, 2014 by jvbmetals | Comments Off on Thomson Reuters GFMS: Gold Survey 2014 – Update 1 (free) #precious #metas #gold

CBA Commodities – Daily Alert: Metals lift on Chinese stimulus news

Posted on September 17, 2014 by jvbmetals | Comments Off on CBA Commodities – Daily Alert: Metals lift on Chinese stimulus news

CBA Commodities – Daily Alert: Iron ore rebounds to USD85/t (CFR China)

Posted on September 16, 2014 by jvbmetals | Comments Off on CBA Commodities – Daily Alert: Iron ore rebounds to USD85/t (CFR China)

VIDEO: China’s steel market remains weak; Iron ore prices fall to lowest since Oct 2009.

Posted on September 12, 2014 by jvbmetals | Comments Off on VIDEO: China’s steel market remains weak; Iron ore prices fall to lowest since Oct 2009: Platts

CBA Commodities – Daily Alert: Iron ore falls to USD82.20/t (CFR China)

Posted on September 11, 2014 by jvbmetals | Comments Off on CBA Commodities – Daily Alert: Iron ore falls to USD82.20/t (CFR China)

MMTA: The Crucible Magazine, September 2014

Posted on September 10, 2014 by jvbmetals

MMTA: The Crucible Magazine

Posted in Research, reports, analysis | Comments Off on MMTA: The Crucible Magazine, September 2014

CRU: Rising mill profits on raw material falls and elevated production

Posted on September 10, 2014 by jvbmetals | Comments Off on CRU: Rising mill profits on raw material falls and elevated production #steel

Damstahl Bi-Monthly Stainless Steel Briefing, September 2014

Posted on September 9, 2014 by jvbmetals | Comments Off on Damstahl Bi-Monthly Stainless Steel Briefing, September 2014

CBA Commodities – Daily Alert: Nickel climbs to USD9/lb

Posted on September 9, 2014 by jvbmetals | Comments Off on CBA Commodities – Daily Alert: Nickel climbs to USD9/lb

CBA Commodities – Daily Alert: China’s steel output slumps in late August

Posted on September 5, 2014 by jvbmetals | Comments Off on CBA Commodities – Daily Alert: China’s steel output slumps in late August

CBA Commodities – Daily Alert: Nickel lifts on Filipino supply concerns

Posted on September 4, 2014 by jvbmetals | Comments Off on CBA Commodities – Daily Alert: Nickel lifts on Filipino supply concerns

CBA Commodities – Daily Alert: US manufacturing gauge at 3½-year highs

Posted on September 3, 2014 by jvbmetals | Comments Off on CBA Commodities – Daily Alert: US manufacturing gauge at 3½-year highs

CBA Commodities – Daily Alert: HSBC flash China manufacturing PMI falls

Posted on August 22, 2014 by jvbmetals | Comments Off on CBA Commodities – Daily Alert: HSBC flash China manufacturing PMI falls

CBA Commodities – Daily Alert: Aluminium rises on deficit concerns

Posted on August 21, 2014 by jvbmetals | Comments Off on CBA Commodities – Daily Alert: Aluminium rises on deficit concerns

KPMG: Global Metals Outlook 2014

Posted on August 19, 2014 by jvbmetals | Comments Off on KPMG: Global Metals Outlook 2014 #metals

CBA Commodities – Daily Alert: Copper charges lift on rising supply

Posted on August 19, 2014 by jvbmetals | Comments Off on CBA Commodities – Daily Alert: Copper charges lift on rising supply

CBA Commodities – Daily Alert: Freeport receives copper export approval

Posted on July 28, 2014 by jvbmetals | Comments Off on CBA Commodities – Daily Alert: Freeport receives copper export approval

Sucden Quarterly  Metals Report, July 2014

Posted on July 24, 2014 by jvbmetals | Comments Off on Sucden Quarterly Metals Report, July 2014 #metals

CBA Commodities – Daily Alert: Port Hedland strike approved again

Posted on July 24, 2014 by jvbmetals | Comments Off on CBA Commodities – Daily Alert: Port Hedland strike approved again

CBA Commodities – Daily Alert: Indonesia resumes some ore exports

Posted on July 22, 2014 by jvbmetals | Comments Off on CBA Commodities – Daily Alert: Indonesia resumes some ore exports #metals #ironore

CBA Commodities – Daily Alert: CISA steel output up in early July

Posted on July 18, 2014 by jvbmetals | Comments Off on CBA Commodities – Daily Alert: CISA steel output up in early July

CBA Commodities – Daily Alert: China’s credit growth beats forecasts

Posted on July 16, 2014 by jvbmetals | Comments Off on CBA Commodities – Daily Alert: China’s credit growth beats forecasts

CBA Commodities – Daily Alert: European carbon prices heading higher?

Posted on July 14, 2014 by jvbmetals | Comments Off on CBA Commodities – Daily Alert: European carbon prices heading higher? #metals

CBA Commodities – Daily Alert: Is Zinc waking from its multi-year slumber?

Posted on July 11, 2014 by jvbmetals | Comments Off on CBA Commodities – Daily Alert: Is Zinc waking from its multi-year slumber? #metals

CBA Commodities – Daily Alert: China’s daily steel output falls in late June

Posted on July 11, 2014 by jvbmetals | Comments Off on CBA Commodities – Daily Alert: China’s daily steel output falls in late June #metals

CBA Commodities – Daily Alert: Global PMIs support ongoing expansion

Posted on July 3, 2014 by jvbmetals | Comments Off on CBA Commodities – Daily Alert: Global PMIs support ongoing expansion #metals

CBA Commodities – Daily Alert: Chinese steel mill margins sliding again

Posted on July 1, 2014 by jvbmetals | Comments Off on CBA Commodities – Daily Alert: Chinese steel mill margins sliding again #metals #steel

CBA Commodities – Daily Alert: Coking coal contract price stable

Posted on June 30, 2014 by jvbmetals | Comments Off on CBA Commodities – Daily Alert: Coking coal contract price stable #metals

CBA Commodities – Daily Alert: China’s nickel ore imports lift m/m in May

Posted on June 25, 2014 by jvbmetals | Comments Off on CBA Commodities – Daily Alert: China’s nickel ore imports lift m/m in May #metals