Category Archives: Commodities

Copper price clobbered – FT

Copper has fallen to a five-and-a-half-year low, hit by Chinese selling on growth worries. Lex’s Rochelle Toplensky and Alan Livsey discuss what has triggered the sharp drop and how producers will fare at this price. Make better investment decisions with … Continue reading

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Charts for Christmas: emerging markets – FT

John Authers looks at the sharp fall in commodity prices in 2014, and the effect this had on emerging markets. Could commodity prices have hit bottom? Click here for more Authers Note videos http://video.ft.com/Authers-Note (click here if video is not … Continue reading

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Iron ore put through the mill – FT

Lex’s Robert Armstrong and Joseph Cotterill discuss the impact on miners such as Rio Tinto and BP Billiton of the large drop in the iron ore price, and whether this creates value in the falling shares. Make better investment decisions … Continue reading

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Dr. Copper Breaks Out, Grains Tank

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Money talks – Economist

Good discussion on the world liquefied natural gas market. This week: Creating a world liquefied natural gas market, paying people to switch the power off, and environmentally friendly caviar. – Economist (click here if video is not observable)  

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Bunge chief on future of crop supplies – FT

“Is the era of tight supplies of agricultural commodities finally over?” Soren Schroder, Bunge chief, gives FT markets reporter Gregory Meyer his verdict on the future supply and price volatility of agricultural commodities, and whether the Black Sea region’s importance … Continue reading

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Who’s Exposed to China?

Good piece over at the FT’s beyondbrics blog on which emerging markets are exposed to China.   The table below looks at non-farm commodity exports (NFC) and share of exports to China as a percent of GDP.  The higher the score … Continue reading

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Minerals of the Future

Nice infographic from the IMF’s Finance and Development.   Did you know that Canada and Russia produce 50 percent of the world’s potash?   You do now! Click to enlarge and for better resolution. (click here if infographics are not observable)

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Fall in copper price leaves Chile reeling – AJ

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Correction Time? Now or Never…

The S&P500 had its worst daily decline for the year.  The VIX spiked over 19 percent, its biggest 1-day increase in 2013.  The dollar index closed at its highest level since November 16th,  which was the day the S&P500 bottomed … Continue reading

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