Category Archives: Commodities

The future for commodities – FT

Posted on June 4, 2015 by macromon

John Authers and Greg Meyer discuss their exclusive interview with Gary Gorton and Geert Rouwenhorst whose groundbreaking 2004 research into commodity futures revolutionised commodity investment, but has since been heavily criticised. For more video content from the Financial Times, visit … Continue reading →

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Copper price clobbered – FT

Posted on January 14, 2015 by macromon

Copper has fallen to a five-and-a-half-year low, hit by Chinese selling on growth worries. Lex’s Rochelle Toplensky and Alan Livsey discuss what has triggered the sharp drop and how producers will fare at this price. Make better investment decisions with … Continue reading →

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Charts for Christmas: emerging markets – FT

Posted on December 30, 2014 by macromon

John Authers looks at the sharp fall in commodity prices in 2014, and the effect this had on emerging markets. Could commodity prices have hit bottom? Click here for more Authers Note videos http://video.ft.com/Authers-Note (click here if video is not … Continue reading →

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Iron ore put through the mill – FT

Posted on November 21, 2014 by macromon

Lex’s Robert Armstrong and Joseph Cotterill discuss the impact on miners such as Rio Tinto and BP Billiton of the large drop in the iron ore price, and whether this creates value in the falling shares. Make better investment decisions … Continue reading →

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Dr. Copper Breaks Out, Grains Tank

Posted on July 2, 2014 by macromon

(click here if charts are not observable)

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Money talks – Economist

Posted on May 12, 2014 by macromon

Good discussion on the world liquefied natural gas market. This week: Creating a world liquefied natural gas market, paying people to switch the power off, and environmentally friendly caviar. – Economist (click here if video is not observable)  

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Bunge chief on future of crop supplies – FT

Posted on April 6, 2014 by macromon

“Is the era of tight supplies of agricultural commodities finally over?” Soren Schroder, Bunge chief, gives FT markets reporter Gregory Meyer his verdict on the future supply and price volatility of agricultural commodities, and whether the Black Sea region’s importance … Continue reading →

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Who’s Exposed to China?

Posted on March 13, 2014 by macromon

Good piece over at the FT’s beyondbrics blog on which emerging markets are exposed to China.   The table below looks at non-farm commodity exports (NFC) and share of exports to China as a percent of GDP.  The higher the score … Continue reading →

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Minerals of the Future

Posted on September 10, 2013 by macromon

Nice infographic from the IMF’s Finance and Development.   Did you know that Canada and Russia produce 50 percent of the world’s potash?   You do now! Click to enlarge and for better resolution. (click here if infographics are not observable)

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Fall in copper price leaves Chile reeling – AJ

Posted on April 26, 2013 by macromon

(click here if video is not observable)

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