Podcast by S&P analysing commodity market trends, Commodities Focus

Commodities Focus

Podcast by S&P analysing commodity market trends

S&P Global Commodity Insights analysis of key news and pricing issues from across the global shipping, natural gas, power, petrochemicals, agriculture, and coal markets.

Commodities

<ul><li>Nickel market focusing on developments in Indonesia, China, and US policies</li><li>Impact of policy changes on nickel demand in the battery sector</li><li>Potential diversification in ownership of Indonesian nickel projects due to concerns over Chinese stakeholding.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Nickel market focusing on developments in Indonesia, China, and US policiesImpact of policy changes on nickel demand in the battery sectorPotential diversification in ownership of Indonesian nickel projects due to concerns over Chinese stakeholding.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Nickel markets look ahead at battery, steel sector stimulus, Indonesian growth

Hot Topics in Global Metals & Mining Each Week, BMO Equity Research Metal Matters

BMO Equity Research Metal Matters

Hot Topics in Global Metals & Mining Each Week

Featuring Colin Hamilton, Commodities analyst at BMO Capital Markets, Metal Matters discusses the hot topics in Global Metals & Mining each week.

<ul><li>Despite initial concerns about tariffs and policy uncertainty hurting global economy, many major metals have seen significant price gains this year</li><li>Tariffs have been implemented, but manufacturers have absorbed costs in margins rather than passing them on to consumers</li><li>Despite signs of economic strain in recent data, commodity prices remain strong due to US dollar weakness making commodities more affordable for importing countries</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Despite initial concerns about tariffs and policy uncertainty hurting global economy, many major metals have seen significant price gains this yearTariffs have been implemented, but manufacturers have absorbed costs in margins rather than passing them on to consumersDespite signs of economic strain in recent data, commodity prices remain strong due to US dollar weakness making commodities more affordable for importing countriesThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Data-Driven Commodity Research, The Commodity Report

The Commodity Report

Data-Driven Commodity Research

A unique newsletter about commodities and macro analysis in a weekly format.

<ul><li>Meanwhile, the other commodity cohorts are now deeply “undervalued” when compared to the price of gold.</li><li>Commodities excluding gold, relative to gold prices, have fallen to their lowest level since 2021, according to a graphic by Topdown Charts…</li><li>In the latest UBS CTA-flow analysis, the investment bank says that it “expects more agricultural buybacks in the coming weeks.” </li></ul>

Meanwhile, the other commodity cohorts are now deeply “undervalued” when compared to the price of gold.Commodities excluding gold, relative to gold prices, have fallen to their lowest level since 2021, according to a graphic by Topdown Charts…In the latest UBS CTA-flow analysis, the investment bank says that it “expects more agricultural buybacks in the coming weeks.” 

Gold Reaches New All-Time Highs & UBS Expects More Agriculture Buying

<ul><li>How We Traded Wheat Short Wheat prices saw a small revival over the last month.</li><li>From the rect bottom the forward futures contract recovered almost 15%.</li><li>During last week new selling pressure started to effect the market and led prices down again. </li></ul>

How We Traded Wheat Short Wheat prices saw a small revival over the last month.From the rect bottom the forward futures contract recovered almost 15%.During last week new selling pressure started to effect the market and led prices down again. 

How We Traded Wheat Short & CTA Positioning Update

Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

Caixin is a media group dedicated to providing financial and business news through periodicals, online content, mobile apps, conferences, books and TV/video programs. Caixin aims to blaze a trail that helps traditional media prosper in the new media age through integrated multimedia platforms.

News from Caixin

Cross Asset Strategy

<ul><li>Meituan / In Depth: Meituan hopes Middle East expansion will deliver growth</li><li>Central bank /: PBOC’s Pan says reform of IMF quota system ‘critical’</li><li>Bankruptcy /Interview: time is right for China to fix personal bankruptcy legal omission, expert says</li></ul>

Meituan / In Depth: Meituan hopes Middle East expansion will deliver growthCentral bank /: PBOC’s Pan says reform of IMF quota system ‘critical’Bankruptcy /Interview: time is right for China to fix personal bankruptcy legal omission, expert says

CX Daily: Meituan Hopes Middle East Expansion Will Deliver Growth 

United States

Nickel is a silvery-white lustrous metal with a slight golden tinge. Nickel belongs to the transition metals and is hard and ductile. Pure nickel, powdered to maximize the reactive surface area, shows a significant chemical activity, but larger pieces are slow to react with air under standard conditions because an oxide layer forms on the surface and prevents further corrosion.

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Nickel (NICKEL COMDTY)

Nickel markets look ahead at battery, steel sector stimulus, Indonesian growth

This podcast explores various factors influencing the nickel market, including Indonesian production, price trends, policy impacts, battery...

Commodities Focus

Debating a New Up-Cycle

- Metal prices have seen gains, with gold, silver, and platinum performing well, while coal, zinc, and nickel struggle, US tariffs are in place...

BMO Equity Research Metal Matters

Gold Reaches New All-Time Highs & UBS Expects More Agriculture Buying

Commodities excluding gold, relative to gold prices, have fallen to their lowest level since 2021, according to a graphic by Topdown Charts…

The Commodity Report

How We Traded Wheat Short & CTA Positioning Update

How We Traded Wheat Short Wheat prices saw a small revival over the last month. From the rect bottom the forward futures contract recovered almost...

The Commodity Report

CX Daily: Meituan Hopes Middle East Expansion Will Deliver Growth

Meituan / In Depth: Meituan hopes Middle East expansion will deliver growth Among the delivery drivers that crisscross streets and...

Caixin Global

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