Of particular interest this week:

Zinc:  IBG – Citronen

Australian Exploration Spending:  recovering, slowly, mostly.

Port of Singapore – bulks.  

OECD Composite Leading Indicators :  surprisingly positive after the past few months.  Still, there is time yet.


Copper  Cochilo’s Cu price forecasts for 2016-2017.  Modest improvements.

Zinc & Lead  IBG’s Citronen Zn project advancing toward development.  China’s Pb TCs

Nickel  Will this year be different?

Tin  PT Timah looking to diversify from the Sn weight of its commodity base.

Aluminium  Chinese smelters to forma stockpile JV.

Gold  Gold appears to be regaining some of its safe-haven status.

Platinum & Palladium  Pt & Pd prices hit in the most recent commodity price rout.

Oil  Prices fell on concerns re- Iranian supply resumption upon end of export restrictions.

Coal  Met coal prices sluggish, though WHC’s Maules Ck ramping up.

Iron Ore  Iron ore prices not likely to move much prior to Chinese NY.

Shipping  n/c


LME base metals – contango / backwardation:  2016 will be an interesting year.

Australian Exploration Spending:  Sept Qtr saw mixed recovery rates from the recent downturn.

Port of Singapore:  shipping traffic is strong in bulk commodities.

OECD Composite Leading Indicators:  Surprisingly, mostly positive indications.