FlowBank

1175 days ago

Lithium supply-demand mismatch

Lithium is needed for electric cars and the move towards a battery-stored clean energy future. As highlighted in this chart by Blackstone Resources, the problem is that demand vastly outstrips supply.

#Commodities
Lithium demand vs supply

1176 days ago

China imports all the oil

China almost single-handedly saved commodity demand in 2020, importing record level of crude oil this year following the collapse of oil prices amid the coronavirus pandemic. Oil was not the only commodity massively bought by China, this high demand was also there for copper, iron ore and coal. However, it would be rather risky to assume that 2021 will be a repeat strong performance, as data shows that China's massive buying spree appears to be ending. 

#Commodities
China's commodity demand

1176 days ago

Oil price upgrades are on their way

JP Morgan ups oil price forecasts. Despite the COVID situation the team sees that investors continue to “look through” the current situation to a time when mobility is normalized. They see OECD inventory normalizing by August 2021 vs. December in their previous forecast. WTI is forecasted to average $58/bbl in 2021 and $62 in 2022. Will energy stocks continue their catch-up with the rest of the market? 

#Commodities

1177 days ago

Gold and the dollar correlation has swung postive again

The correlation pattern has a bearing on whether gold needs a trend in the dollar to trend itself

#Commodities
Gold and the dollar correlation has swung postive again

1178 days ago

Free cash flows yields now stronger with gold miners than tech stocks

For the first time in 25 years: Gold & silver miners now have a higher free cash flow yield than tech stocks.

#Commodities
Free cash flows yields now stronger with gold miners than tech stocks
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