Bulls Grab Headlines at Major Asia Oil Conference but Not Everyone Buys into $100 Crude
We attended a major annual oil industry conference in Singapore over Sep 24-26 and spoke to several senior executives and traders from oil majors,...
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The Market Repricing Around BHP May Only Be Getting Started
Operational momentum, tightening copper markets and sustained earnings upgrades continue strengthening BHP’s position within the global mining sector.
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Diversified Mining: Balance Sheet Alpha Over Commodity Beta
Fragmented commodity cycles increasingly reward balance-sheet resilience over commodity beta, with credit spreads now differentiating diversified...
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Commodity Prices Bounce in April Led Again by Energy & Metals
New Pricing Forecasts:We included this month our new commodity price forecast table, which ranks key commodities based on their price potential to...
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Commodities Pressuring Yields - Metals Bull Theme
We have made a case for higher US 10 year bond yields from the 2.15% level amid a bullish oil and energy stance. We are now seeing renewed signs of...
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