India Chart Pack Backsliding on reforms? The repeal this month of controversial reforms aimed at liberalising the agriculture sector is arguably the biggest political setback that the Modi government has faced since coming to power in 2014... 24th November 2021 · 9 mins read
Commodities Weekly The energy crisis rumbles on … This week showed that the energy crisis is not in the rear-view mirror just yet. Germany’s energy regulator suspended its certification process of the Nord Stream 2 pipeline on Tuesday, owing to... 19th November 2021 · 6 mins read
Commodities Weekly OPEC+ unlikely to ride to the rescue anytime soon Despite falling short of its targeted increase in output once again in October, we think OPEC+ will continue to snub calls to raise output more rapidly. The week began with comments from the Biden... 12th November 2021 · 6 mins read
Commodities Weekly Commodity prices may have peaked Most commodity prices fell this week, adding to the sense that the recent rally is close to a peak (if it hasn’t peaked already). Either way, we think energy prices will be falling next year on weaker... 5th November 2021 · 6 mins read
Commodities Weekly Energy to remain in the spotlight It is perhaps too soon to call the end of the energy price rally, but the prices of European natural gas and Chinese coal took a tumble this week as supply fears were, at least partially, allayed... 29th October 2021 · 6 mins read
Commodities Outlook Energy supply squeeze to delay decline in prices Low stocks ahead of winter in the Northern Hemisphere have sent energy prices soaring. In turn, higher energy costs have also constrained the production of other commodities, most notably industrial... 28th October 2021 · 2 mins read
Commodities Weekly Tentative signs we are past the peak in energy prices The meteoric rise in energy commodity prices over the last few months lost momentum this week. Natural gas and coal prices were down particularly sharply in Europe after President Putin reiterated... 22nd October 2021 · 6 mins read
Commodities Weekly Energy price rally may spill over to other commodities Most commodity prices increased this week. Optimism over electrification, which was a hot topic during LME Week, seemed to feed through into higher industrial metals prices. But the prices of energy... 15th October 2021 · 6 mins read
Commodities Weekly Energy price rally maybe running out of steam Commodity prices generally rose this week, helped by the US senate approving a deal to increase the federal debt ceiling. After a rollercoaster of a week, European natural gas prices ended the week... 8th October 2021 · 5 mins read
Commodities Chart Pack Gas & coal surge to support other commodity prices Natural gas and coal prices soared in September. In turn, this has raised the output costs of industrial metals, most notably those which are especially energy intensive such as aluminium and steel... 5th October 2021 · 12 mins read
Commodities Weekly Energy prices surge as rally looks overdone Commodity prices generally rose this week, but especially energy prices, which continued to surge on constrained supply, unseasonably high demand and low stocks. That said, we think the supply... 1st October 2021 · 5 mins read
Commodities Weekly Downward pressure on prices is mounting Commodity prices held up well this week, despite the hawkish tone of the Federal Reserve and continued worries over a messy default by Evergrande, the Chinese property developer. Notably, European... 24th September 2021 · 5 mins read
Commodities Weekly Three key developments to keep an eye on Most commodity prices ground higher this week. And, stepping back, we think events this week highlight three key themes to watch in the months ahead. First, natural gas prices show no sign of easing... 17th September 2021 · 6 mins read
Commodities Weekly More of the same Commodity markets have been relatively quiet over the last few weeks, with many prices trading in a narrow range. There are a few exceptions, most notably the prices of natural gas and coal, which... 10th September 2021 · 5 mins read
Commodities Commodity prices on increasingly shaky ground After sharp falls in the middle of the month, most commodity prices ended August broadly flat. However, we doubt it will be long before the downward pressure on prices intensifies again. After all... 3rd September 2021 · 11 mins read
Commodities Weekly Looking for direction There wasn’t a clear direction in commodity markets this week, with most prices driven by commodity-specific factors. Natural gas and coal prices continued to surge, while the prices of some... 3rd September 2021 · 6 mins read
