Commodities Watch How important is Africa for agriculturals? Given Africa’s large size and geographic diversity, most of the world’s key agricultural commodities are produced somewhere on the continent. In this Commodities Watch, we first discuss the importance... 28th June 2017 · 1 min read
Commodities Watch WASDE projections a mixed bag for agriculturals On the 11th May, the US Department of Agriculture (USDA) published its first projections for the 2017/18 season. In this Commodities Watch, we discuss the USDA estimates and what they mean for our... 22nd May 2017 · 1 min read
Commodities Watch Poor prospects for the price of palm oil The price of palm oil has been falling so far in 2017, in tandem with most other agricultural commodities. In this Commodities Watch, we will discuss whether the recent price weakness is justified by... 10th May 2017 · 1 min read
Commodities Watch Three cheers for the price of lumber The US price of lumber has risen by close to 20% since the start of the year, following an increase of over 20% in 2016. Over the course of last year, the price was playing catch-up with developments... 31st March 2017 · 1 min read
Commodities Watch Policy uncertainty is weighing on US agriculture In late February, the US Department of Agriculture (USDA) published its first assessment of the prospects for US crops in 2017/18. In this Commodities Watch, we will discuss the USDA’s forecasts and... 8th March 2017 · 1 min read
Commodities Watch Agricultural prices to come under pressure in 2017 For the most part, the prices of agricultural commodities in US dollar terms rose in 2016, owing to a combination of weather-related supply disruptions, rising oil prices and some weakness in the US... 31st January 2017 · 1 min read
Commodities Watch Robust supply to weigh on soybeans prices October’s rise in retail sales and November’s decent euro-zone PMIs are consistent with an acceleration of GDP growth in Q4. But with Italy’s “No” vote heightening political risks, the prospects for... 5th December 2016 · 1 min read
Commodities Watch Cocoa prices to struggle on improved supply The recent slump in the US dollar price of cocoa reflects the widespread view that output is going to bounce back in 2016/17. In this Commodities Watch, we analyse the outlook for demand and supply of... 8th November 2016 · 1 min read
Commodities Watch Bulging stocks to weigh on the prices of grains & soybeans Supply of the main grains and soybeans looks set to rise in 2016/17, after adverse weather –notably in Latin America – dented harvests in 2015/16. That said, many analysts suspect that the United... 19th September 2016 · 1 min read
Commodities Watch Coffee prices perking up The prices of both robusta and arabica coffee are now at close to 18-month highs, as a result of weather-related crop damage, concerns about future supply and falling export volumes. However, if... 7th September 2016 · 1 min read
Commodities Watch Have sugar prices hit a sweet spot? The price of sugar in US dollar terms has soared, rising by nearly 30% since the start of the year, on reports of poor harvests and falling stocks. However, the upward pressure on prices from... 4th August 2016 · 1 min read
Commodities Watch Palm oil prices to fall further The price of palm oil rallied strongly in early 2016 on a combination of smaller harvests, rising soybean (and soy oil) prices and a rally in crude oil prices. These factors more than offset the... 5th July 2016 · 1 min read
Commodities Watch Commodities Watch - WASDE more bearish than bullish for agriculturals In this new monthly publication, we intend to focus on key developments in agricultural commodities as well as draw on the more in-depth analysis from our Energy and Metals services. This month, we... 13th May 2016 · 1 min read
Commodities Watch WASDE more bearish than bullish for agriculturals In this new monthly publication, we intend to focus on key developments in agricultural commodities as well as draw on the more in-depth analysis from our Energy and Metals services. This month, we... 13th May 2016 · 1 min read