Of particular interest this week:

Zinc:   RVR intercepts at Thalanga.

NIckel:  Indonesian decisions adding to uncertainty.  

Coal   LVPCI settlements, thermal coal negotiations and seaborne snapshot.


Copper  Copper at a two week low.  be wary of nonsense analysis. 

Nickel  Indonesia finalising revisions to regulations to allow exports of processed metal concentrates.  

Zinc & Lead  RVR reports good drilling intercepts at its Thalanga projects.

Tin  ITRI says Myanmar’s production may have peaked. 

Aluminium  Growth forecast for aluminium consumption in India. 

Gold  Not a good week for gold.  Diverse opinions on outlook. 

Platinum & Palladium  Current wage negotiations not as ‘hostile’ as three years ago. 

Oil  Prices up on expectations, but the conclusion has yet to be delivered (30 Nov).  

Coal  LVPCI prices settled, ahead of HCC still pending for Dec16Qtr.   

Iron Ore  Australian government forecasts of sub-USD 50/t in 2017.  Pt Hedland shipments up again. 

Shipping  Cape rates down, Panamax rates up. 


Thermal coal price negotiations and seaborne market snapshot.

Baker Hughes – World and North American rig counts.

Pt Hedland iron ore shipments.