Category Archives: Research, reports, analysis

MMTA: The Crucible – Dec 2013

ANZ Research: Commodity Daily

TD Securities: FX and Commodities Weekly

Standard Bank: Commodities Daily: Focus: Copper spreads vs. stock ‐ tight times ahead

Commerzbank – Commodities Daily: Recovery of precious metal prices halted for the time being

CBA Daily Alert: China’s copper and iron ore output at highs

Steel First: A comprehensive view of the East African steel industry – complimentary report

CBA Daily Alert: Indonesia’s tin exports expand in November

Commerzbank – Commodities Daily: Higher Chinese imports in November again

In the pits? Mining and metals firms and the slowing of the supercycle.

World Steel Association: Forecast for apparent steel use in 2014

OECD: Broad trends taking place in the global steel market

CBA Daily Alert: Better US labour data push prices higher

CBA Daily Alert: Indonesia’s parliament backs export ban

CBA Daily Alert: OPEC keeps oil output target at 30m/d

CBA Daily Alert: Rio Tinto scales back capital spending

Copper: Gearing Up for Rebound in 2014?

Commerzbank – Commodities Daily: Positive Chinese data have virtually no impact

CBA Daily Alert: China’s manufacturing PMI beats forecasts

CBA Daily Alert: US crude oil output at 24-year high

Commerzbank – Commodities Daily: China’s appetite for gold remains insatiable

Copper Mail Nov 2013: Aurubis.

Commerzbank – Commodities Daily: Nuclear deal with Iran weighs on oil prices

CBA Daily Alert: China’s bauxite imports near record highs in October

CBA Daily Alert: Flash PMIs mixed in November

CBA Daily Alert: World steel output grows solidly in October

CBA Daily Alert: OECD cuts world growth forecasts

Commerzbank – Commodities Daily: Further tightening of lead and zinc markets

CBA Daily Alert: Saudi Arabia’s oil exports at 8-year high

CBA Daily Alert: Details emerge from China’s Third Plenum

M&A and capital raising in mining and metals – 3Q – 9M 2013 – EY – Global.

Commerzbank – Commodities Daily: Chinese reform plans remain vague 

Silver demand seen up, price outlook uncertain -Thomson Reuters GFMS

CBA Commodities – Daily Alert: China’s third plenum concludes

Platinum 2013 Interim Review – Palladium.

Commerzbank – Commodities Daily: Highest platinum supply deficit for 14 years

Cochilco: World Copper Market Review

CBA Daily Alert: China’s crude steel output up 10.1% y/y

Commerzbank – Commodities Daily: US labour market data lift oil and put pressure on gold

CBA Daily Alert: Gold falls on strong US labour data