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