Metals Data Response South Africa’s Mine Production (Apr.) South Africa’s overall mine production remained subdued in April, but PGM output did recover somewhat. We maintain that renewed efforts to curb output should underpin price gains later in the year. 9th June 2016 · 1 min read
Commodities Weekly When bad news is good news… Metals prices bounced on Friday, led by silver, gold and copper, as the downbeat US payrolls report quashed expectations of a summer rate hike by the Fed and dragged the dollar lower again. This... 3rd June 2016 · 1 min read
Metals Chart Pack Strong dollar weighs on precious metals prices Precious metals prices fell across the board in May. A strong dollar on the back of upward revisions to US interest rate expectations was the main factor behind the poor performance of the sector... 3rd June 2016 · 1 min read
Precious Metals Update How low could gold and silver go? If precious metals continue to take their lead from the currency markets and if the US dollar surges in response to a June or July hike from the Fed, then the price of gold could slump to as low as $1... 31st May 2016 · 1 min read
Commodities Weekly Rising oil doesn’t necessarily lift all prices Oil prices have continued to recover, with Brent at least briefly topping $50, but this positivity was not replicated across the board. Indeed, the recovery in oil probably contributed to the weakness... 27th May 2016 · 1 min read
Precious Metals Update Silver price to benefit from increasing focus on solar Strong growth in the number of solar installations in China and the US should see silver demand from the sector increase by over 20% y/y in 2016. While solar power currently accounts for just a small... 27th May 2016 · 1 min read
Metals Data Response China and India’s gold imports (Apr.) Overall demand from the world’s two largest consumers of gold remained subdued in April. While gold imports were more resilient in China, there was a further sharp fall in shipments to India. But we... 26th May 2016 · 1 min read
India Chart Pack PM Modi's first two years end on a high note Two years on from his inauguration, Prime Minister Narendra Modi has arguably just enjoyed his most successful month in office. For a start, PM Modi's BJP secured two important legislative victories... 25th May 2016 · 1 min read
Commodities Weekly Fed jitters take some of the steam out of the rally Commodity prices fell back in the past week after the release of the minutes from the April FOMC signalled that US interest rates could yet rise as soon as next month. The markets are still only... 20th May 2016 · 1 min read
Commodities Update Gold price to end the year higher despite Fed tightening We expect the Fed to hike rates by more than the markets currently anticipate over the next couple of years, prompting further occasional weakness in the prices of gold and silver. Nonetheless, the... 20th May 2016 · 1 min read
Precious Metals Update Key takeaways from London Platinum Week With the London Platinum Week coming to an end, we are taking stock of the highlights from the past week of meetings with the major representatives of the PGM industry. The general sentiment across... 19th May 2016 · 1 min read
Industrial Metals Update Sentiment towards precious metals continues to improve Precious metals prices rallied last month, flattered by the recent US dollar weakness. Investors in the futures market added to their net-long positions, but the recent mixed news on the health of the... 17th May 2016 · 1 min read
Commodities Weekly Oil up on supply outages, metals down on demand fears The stronger US dollar and renewed concerns about the robustness of the credit-led recovery in China’s economy weighed on metals prices this week. However, oil benefited from the disruptions to supply... 13th May 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
Precious Metals Update Q1 2016 World Gold Council Demand Trend In its Q1 Global Demand Trends report, published today, the World Gold Council (WGC) described a strong quarter for gold demand. A sharp recovery in investor sentiment more than offset a fall in... 12th May 2016 · 1 min read
