Market positions and proximal difficulties
Long speculative positioning is at or near multi-year highs across the board, the collective pivot returns to a previously disadvantaged
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Commodities
Natural Gas & LNG
Natural gas prices in the United States have plummeted since the beginning of November as persistent mild weather has meant
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China converts to new purchases and changes the direction of the market.
China has accelerated imports of crude oil, propane and liquefied natural gas (LNG) from the United States since July, but
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Natural gas and LNG
Gas prices have already begun to drop since this month based on expectations that the climate in the central US
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Energy market and international comments
U.S. natural gas production and demand will drop in 2020 from last year’s record highs as coronavirus freezes cut economic
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International Comments, ferrous metals and base metals market
Chinese state-owned copper buyers have not accepted Chilean copper producer Codelco’s offer to renew the surcharge for metal deliveries in
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Cuts to come, prices soaring and supply chains in disarmament
Some metal producers in northern China have spent a lot of money to modernize their plants, but now they are
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Chromium next hike?
The industry body representing South African chromium producers has criticized a proposed government export tax on chromium ore that would
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Ships on the move in Asia, fuel still in shock?
China aims to build Zhoushan, an archipelago town in eastern China’s Zhejiang province, into a regional hub for ship fuel
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