Category Archives: Research, reports, analysis

Links to reports freely available on the web.

MMTA: The Crucible | April 2014

Posted on April 23, 2014 by jvbmetals | Comments Off on MMTA: The Crucible | April 2014

ICRA Indonesia: Analysis of Economic Impact of Raw Minerals Export Ban

Posted on April 22, 2014 by jvbmetals | Comments Off on ICRA Indonesia: Analysis of Economic Impact of Raw Minerals Export Ban

CBA Commodities – Daily Alert: China’s GDP growth at 7.4% in 1Q14

Posted on April 22, 2014 by jvbmetals | Comments Off on CBA Commodities – Daily Alert: China’s GDP growth at 7.4% in 1Q14

Cochilco sees copper at US305c/lb in 2014

Posted on April 17, 2014 by jvbmetals | Comments Off on Cochilco sees copper at US305c/lb in 2014

EY – Global steel 2014: planning to profit from opportunity

Posted on April 16, 2014 by jvbmetals | Comments Off on EY – Global steel 2014: planning to profit from opportunity

Oryx Stainless optimistic about 2014

Posted on April 14, 2014 by jvbmetals | Comments Off on Oryx Stainless optimistic about 2014

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

Posted on April 11, 2014 by jvbmetals | Comments Off on CBA Commodities – Daily Alert: China’s steel output falls in late March

Indonesia’s Nickel Ban to Affect Non-stainless Industries More Than Others | Roskill

Posted on April 9, 2014 by jvbmetals | Comments Off on Indonesia’s Nickel Ban to Affect Non-stainless Industries More Than Others | Roskill

Thomson Reuters Q2 Commodity, Energy Technical Analyses

Posted on April 7, 2014 by jvbmetals | Comments Off on Thomson Reuters Q2 Commodity, Energy Technical Analyses

GOFO Turned Negative AGAIN: The Consequences

Posted on April 4, 2014 by jvbmetals | Comments Off on GOFO Turned Negative AGAIN: The Consequences

CBA Commodities – Daily Alert: Aluminium premium lifts to a record high

Posted on April 4, 2014 by jvbmetals | Comments Off on CBA Commodities – Daily Alert: Aluminium premium lifts to a record high

Table – US Imports of Steel Mill Products

Posted on April 2, 2014 by jvbmetals | Comments Off on Table – US Imports of Steel Mill Products

CBA Commodities – Daily Alert: Manufacturing PMIs remain expansionary

Posted on April 2, 2014 by jvbmetals | Comments Off on CBA Commodities – Daily Alert: Manufacturing PMIs remain expansionary

Natixis metals review for 2014H1.

Posted on April 1, 2014 by jvbmetals | Comments Off on Natixis metals review for 2014H1

«Rapport de base: matières premières»

Posted on March 26, 2014 by jvbmetals | Comments Off on «Rapport de base: matières premières» | Swiss Govt

Why Nickel May Be Just Beginning a Major Price Breakout Move

Posted on March 25, 2014 by jvbmetals | Comments Off on Why Nickel May Be Just Beginning a Major Price Breakout Move

CBA Commodities – Daily Alert: China’s flash PMI disappoints again

Posted on March 25, 2014 by jvbmetals | Comments Off on CBA Commodities – Daily Alert: China’s flash PMI disappoints again

CBA Commodities – Daily Alert: MMAC aims to lift China’s iron ore supply

Posted on March 24, 2014 by jvbmetals | Comments Off on CBA Commodities – Daily Alert: MMAC aims to lift China’s iron ore supply

Commerzbank – Commodities Daily: Crimean crisis priced out

Posted on March 20, 2014 by jvbmetals | Comments Off on Commerzbank – Commodities Daily: Crimean crisis priced out

CBA Commodities – Daily Alert: US Fed raises interest rate projections

Posted on March 20, 2014 by jvbmetals | Comments Off on CBA Commodities – Daily Alert: US Fed raises interest rate projections

CBA Commodities – Daily Alert: CISA sees China steel oversupply in 2014

Posted on March 19, 2014 by jvbmetals | Comments Off on CBA Commodities – Daily Alert: CISA sees China steel oversupply in 2014

CBA Commodities – Daily Alert: Base metals lift on demand hopes in China

Posted on March 18, 2014 by jvbmetals | Comments Off on CBA Commodities – Daily Alert: Base metals lift on demand hopes in China

CBA Daily Alert: US crude oil production at 25-year highs

Posted on March 13, 2014 by jvbmetals | Comments Off on CBA Daily Alert: US crude oil production at 25-year highs

CBA Daily Alert: Iron ore prices plummet most since 2009

Posted on March 11, 2014 by jvbmetals | Comments Off on CBA Daily Alert: Iron ore prices plummet most since 2009

The Monthly Prompt – March 2014.

Posted on March 10, 2014 by jvbmetals | Comments Off on LME: The Monthly Prompt – March 2014

Damstahl Bi-Monthly Stainless Steel Briefing March 2014

Posted on March 10, 2014 by jvbmetals | Comments Off on Damstahl Bi-Monthly Stainless Steel Briefing March 2014

CBA Daily Alert: China’s aluminium capacity to stay at 34Mt

Posted on March 10, 2014 by jvbmetals | Comments Off on CBA Daily Alert: China’s aluminium capacity to stay at 34Mt

Options Strategy Guide for Metals Products – CME Group.

Posted on March 4, 2014 by jvbmetals | Comments Off on Options Strategy Guide for Metals Products – CME Group

Forging Ahead: Global Metals Deals 2014 outlook and 2013 review: PwC

Posted on March 4, 2014 by jvbmetals | Comments Off on Forging Ahead: Global Metals Deals 2014 outlook and 2013 review: PwC

CBA Daily Alert: World PMIs remain in expansion territory

Posted on March 4, 2014 by jvbmetals | Comments Off on CBA Daily Alert: World PMIs remain in expansion territory

CBA Commodities – Daily Alert: Nickel prices lift on supply concerns

Posted on March 3, 2014 by jvbmetals | Comments Off on CBA Commodities – Daily Alert: Nickel prices lift on supply concerns

Financial Conduct Authority: Commodity Markets Update  February 2014

Posted on February 28, 2014 by jvbmetals | Comments Off on Financial Conduct Authority: Commodity Markets Update February 2014

WEF Scoping Paper: Mining and Metals in a Sustainable World

Posted on February 26, 2014 by jvbmetals | Comments Off on WEF Scoping Paper: Mining and Metals in a Sustainable World

Copper Mail: Aurubis.

Posted on February 26, 2014 by jvbmetals | Comments Off on Copper Mail: Aurubis (Feb 2014)

CBA Daily Alert: INSG estimates nickel surplus grew in 2013

Posted on February 24, 2014 by jvbmetals | Comments Off on CBA Daily Alert: INSG estimates nickel surplus grew in 2013

TABLE: China’s Production of Stainless Crude Steel 18.984 Mil. Tons in 2013

Posted on February 20, 2014 by jvbmetals | Comments Off on TABLE: China’s Production of Stainless Crude Steel 18.984 Mil. Tons in 2013

CBA Commodities – Daily Alert: China’s steel output lifts in early February

Posted on February 20, 2014 by jvbmetals | Comments Off on CBA Commodities – Daily Alert: China’s steel output lifts in early February

Gold Demand Trends Full Year 2013

Posted on February 19, 2014 by jvbmetals | Comments Off on VIDEO: Gold Demand Trends Full Year 2013 – Marcus Grubb, WGC

Commerzbank – Commodities Daily: Global gold demand hit four-year low in 2013

Posted on February 19, 2014 by jvbmetals | Comments Off on Commerzbank – Commodities Daily: Global gold demand hit four-year low in 2013

CBA Daily Alert: China gold demand passes India in 2013

Posted on February 19, 2014 by jvbmetals | Comments Off on CBA Daily Alert: China gold demand passes India in 2013