FlowBank

1143 days ago

Food is the final E-commerce frontier

While we've seen a surge in e-commerce this year and the previous years, online spending as a share of food retail remains in the single digits. It seems that the coronavirus boost is mainly visible in Asia, where online share of food spending have increased from under 3% to over 4%. Europe and North America remain a little behind, with the online food budget representing only 1% of spending.

#Commodities #Technology
Food is the final E-commerce frontier

1143 days ago

Soaring oil inflows and inflation fear

Oil prices keep going up, supported by a surge in capital inflows into broad-based commodity index products. Indeed, commodity prices keep attracting investors as their value is on the rise, and this surge of oil price is contrasting with what happened in recent years. It seems that investors just want to get in commodities, with less care for their fundamentals details. 

#Commodities
Soaring oil inflows and inflation fear

1143 days ago

Commodities outperform stocks so far in 2021 with big inflows into commodity ETFs

Investors using commodities to bet on stronger growth AND/OR a weaker US dollar / higher inflation

#Commodities
Commodities outperform stocks so far in 2021 with big inflows into commodity ETFs

1143 days ago

Platinum continues rise on inflation fear

Platinum prices have neared their highest level in six years, driven by concerns about inflation and a sweeping rally in financial markets that has powered assets from stocks to oil and bitcoin higher. Most actively traded platinum futures have risen about 17% in 2021 to $1,259 a troy ounce, outpacing most other precious metals. Since their nadir in March last year, platinum prices have more than doubled. Source: WSJ

#Commodities

1144 days ago

China could see oil demand peak in 2025

Big Oil has become used to a ravenous China. But Chinese energy companies are starting to look ahead to an overall peak in oil demand around mid-decade. Sinopec, SHI 0.21% China’s largest refiner, estimated in December that the nation’s demand for oil products will peak in 2025. Source: WSJ

#Commodities
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