Of particular interest this week:

Oil:  OPEC’s expectations.

Port of Singapore:  shipments


Copper  Chilean operations are recovering quickly after a major quake.

Nickel  Growth may come from developed as well as emerging nations.

Zinc & Lead  Metal surging into LME warehouses. Demand for Start-Stop batteries to increase.

Tin  PT Timah losing significant metals to illegal miners.

Aluminium  Ford agreed to offtake of aluminium from Alcoa for its F-150 truck.

Gold  No move from the Fed, though any movement may take 6mo to have efect on the markets.

Platinum & Palladium  Global Pt deficit has shrunk again.  , on autos and jewellery.

Oil OPEC assumes the oil price will increase for ~USD 80 bbl by 2020.

Coal  Markets have yet to demonstrate an upturn.

Iron Ore  Tavan Tolgoi’s prospective development is under clouds.

Shipping Patchy strong pockets in a weak sea.


Port of Singapore – surge in bulk carrier traffic and Cape-size rates.

USA – New Housing Starts – growth continues.