Weekly Report: what happened at JJUFF last week (0617-0621)?

Weekly Report: what happened at JJUFF last week (0610-0614)?

Industrial Metals Monthly: Aluminum Rally Foiled

Weekly Report: what happened at JJUFF last week (0603-0607)?

Weekly Report: what happened at JJUFF last week (0527-0531)?

3 Metals To Watch

fundamentals for copper, nickel, and aluminum are strengthening due to improving demand prospects. Nickel prices fell by 45% on the London Metal Exchange and 46% in China last year. Copper demand remains robust in both Chinese and ex-Chinese markets, fueled by investments in renewable energy, EVs, and data centers.

Weekly Report: what happened at JJUFF last week (0520-0524)?

Weekly Report: what happened at JJUFF last week (0513-0517)?

Weekly Report: what happened at JJUFF last week (0506-0510)?

U.S. Presidential Election: The Key Implications For Commodities

MoneyTalk's Greg Bonnell speaks with Bart Melek, Global Head of Commodity Strategy at TD Securities. The US presidential election could have implications for commodities, including copper, silver and oil. A Republican administration in the White House could mean less environmental spending for electric vehicles and other commodities.

Middle East Tensions Ease For Energy As Russian Sanctions Hit Metals

Middle East Tensions Ease For Energy As Russian Sanctions Hit Metals. Oil’s future price largely depends on OPEC+ output policy. We expect natural gas and most metal prices to trend lower in the medium term. European natural gas prices witnessed renewed strength and volatility in April.

Industrial Metals Monthly: Has The Copper Rally Gone Too Far, Too Soon?

U.S. Extends Metals Protectionism

The Biden administration announced a new round of tariffs on imports of steel and aluminum from mainland China. China accounted for less than 1% of US steel imports in the first two months of 2024. The impact of the tariffs on trade with China is likely to be minimal. A larger issue for the growth in Chinese steel exports will be felt by the broader global market.

Weekly Report: what happened at JJUFF last week (0429-0503)?

Weekly Report: what happened at JJUFF last week (0422-0426)?

Weekly Report: what happened at JJUFF last week (0415-0419)?

Signs Of Life In Global Resources

What Iran's Attack Means For Commodities

What New Metal Sanctions On Russia Mean For Global Trade

London Metal Exchange has banned delivery of new Russian metal following sanctions imposed by US and UK for Russia's invasion of Ukraine. Russian nickel, aluminium and copper produced from 13 April will not be eligible for delivery to the LME. Russia accounts for about 6% of global nickel production, 5% of aluminium and 4% of copper. Metals prices will rise short-term, but there is a limit. Russian metal will flow to sanction-neutral countries.

Weekly Report: what happened at JJUFF last week (0408-0412)?