Of particular interest this week:
Currency: A History of the Russian Rouble.
China: segments of industry slowing output on tight credit coupled with low commodity prices (Cu, Zn).
Copper – Yantai Penghui Copper Industry, a Chinese copper smelter has closed, run out of cash.
Nickel – Ravensthorpe Ni mine still closed after acid spill. Chinese economic stimulus expected.
Zinc & Lead – Chinese zinc product output down on sluggish demand, and tight credit.
in – PT Timah exploring for tin in Myanmar. Indonesia still seeking to control pricing.
Aluminium – Aluminium premia negotiations protracted into the Mar Qtr.
Gold – China’s central bank to strengthen support for the real economy.
Platinum & Palladium – South African mineworker indebtedness contributed to higher pay demands.
Oil – Saudi, UAE & Kuwait stress that output will not be curbed to support oil price.
Coal – WICET on track for end March 15. New Chinese quality controls.
Iron Ore – Port Hedland iron ore exports near record levels.
Shipping – Capesize rates capsized.
General – A History of the Rouble
nb: new tables of Interest Rates & other Asian foreign exchange data