FlowBank

1045 days ago

Global oil demand surges in 2021 with the economic recovery

Analysts believe that the world should get ready for a massive demand surge over the summer, as transportation recovers as most developed economy return to their usual consumption level and the global economic recovery accelerates. 

#Commodities
Global oil demand surges in 2021 with the economic recovery

1046 days ago

If inflation expectations are any guide, junior gold miner stocks could be about to explode

Note how gold exploration stocks tend to follow inflation expectations. It should be exciting times ahead for the premier juniors starting from today’s depressed valuations.

#Commodities
If inflation expectations are any guide, junior gold miner stocks could be about to explode

1046 days ago

How important is China's 'crackdown' for commodities?

The most obvious impact of China’s deleveraging would fall on those metals keyed to real estate and infrastructure spending, from copper and aluminum, to steel and its main ingredient, iron ore.

“Credit is a major driver for commodity prices, and we reckon prices peak when credit peaks,” said Alison Li, co-head of base metals research at Mysteel in Shanghai. “That refers to global credit, but Chinese credit accounts for a big part of it, especially when it comes to infrastructure and property investment.”

#Commodities
How important is China's 'crackdown' for commodities?

1046 days ago

Goldman predicts $80 oil as global inventories trend lower, despite new Iranian supply

On supply, Goldman is lowering its non-OPEC+ production forecasts to account for still depressed activity levels and a slower expected rebound from shale. Given the current global deficit of 1.8 mb/d in 2Q21, Goldman believes that this demand impulse will not only absorb remaining excess inventories and a potential July ramp-up in Iran supply...

#Commodities
Goldman predicts $80 oil as global inventories trend lower, despite new Iranian supply

1046 days ago

Still early days for Precious Metals Stocks?

The miners-to-gold ratio looks to be breaking out from a downward trend that started in August. Source: Crescat Capital 

#Commodities
Gold & Silver Miners relative to S&P 500
bg_newsletter