Data-Driven Commodity Research, The Commodity Report

The Commodity Report

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

Data-Driven Commodity Research

Commodities

<ul><li>Inventories of copper in warehouses run by exchanges such as the LME do not provide a complete picture of copper stocks in the supply chain since many industrial users will hold their own reserves of the metal.</li><li>But visible stocks can have a significant influence on sentiment in the market.</li><li>It’s just striking how negative the financial markets are about this industry, yet the physical market is so tight.</li></ul>

Inventories of copper in warehouses run by exchanges such as the LME do not provide a complete picture of copper stocks in the supply chain since many industrial users will hold their own reserves of the metal.But visible stocks can have a significant influence on sentiment in the market.It’s just striking how negative the financial markets are about this industry, yet the physical market is so tight.

Copper

The Commodity Report #74