Category Archives: Research, reports, analysis

MMTA: The Crucible – Feb 2014

Westpac–BREE China Resources Quarterly

Commerzbank – Commodities Daily: Week gets off to a positive start 

CBA Daily Alert: Indonesia to re-evaluate tin export policy

CBA Daily Alert: Base metals lift on Chinese trade data

CBA Daily Alert: EIA downgrades 2014 oil price forecasts

Damstahl Stainless Steel Report  Feb 2014Damstahl Stainless Steel Report  Feb 2014

CBA Daily Alert: Sumitomo sees aluminium deficit in 2015

CBA Commodities – Daily Alert: Prices lift on hopes of US Fed stimulus

The Monthly Prompt – Feb 2014.

CBA Daily Alert: Chart of the Day: China’s alumina output lifts  17.5% y/y in 2013

CBA Daily Alert: LME to increase its investigative powers

CBA Daily Alert: Iron ore shipments from Port Hedland lift

CBA Commodities – Daily Alert: US manufacturing sector disappoints

CBA Daily Alert: PMIs remain expansionary in January

BIR Ferrous World Mirror January 2013

CBA Commodities – Daily Alert: South African platinum strike spreads

Roskill Cobalt Map: Global Production and Trade of Cobalt

Commerzbank – Commodities Daily: Interest rate hikes in emerging economies calm the markets

CBA Daily Alert: US Federal Reserve cuts stimulus again

The Outlook for Energy: A View to 2040 (PDF 7.5 MB)

Commerzbank – Commodities Daily: Commodities defy growing uncertainty

CBA Daily Alert: China’s net gold imports surge in 2013

Copper Mail: Aurubis (Jan 2014)

CBA Daily Alert: China’s manufacturing disappoints in January

CBA Daily Alert: US WTI crude oil lifts on demand hopes

Commerzbank – Commodities Daily: Considerably higher supply surplus on nickel market

CBA Commodities – Daily Alert: IEA upgrades world oil demand in 2014

CBA Daily Alert: Platinum miners plan strike in South Africa

CBA Commodities – Daily Alert: Chinese credit growth remains muted

CBA Commodities – Daily Alert: Prices lift on US retail data

CBA Commodities – Daily Alert: Nickel continues march on ore export ban

Commerzbank – Commodities Daily: US inventory data puts WTI under pressure

CBA Daily Alert: Base metals fall on China concerns

CBA Daily Alert: Indonesia to further modify export ban

CBA Daily Alert: US EIA lowers WTI oil forecast for 2014

CBA Daily Alert: US Midwest aluminium premium at high

Copper Mail: Aurubis (Dec 2013)

Commerzbank – Commodities Daily: Markets still on hold

CBA Daily Alert: EIA forecasts US oil output to peak in 2016