Copper markets eye easing concentrate supply in 2022

Copper markets eye easing concentrate supply in 2023, but short-term market is tight: Copper prices reached six-month high in December on a weakening US dollar and news of China relaxing its zero-COVID control policy, but copper cathode end-users reduced term contracts coverage for 2023. Copper concentrate supply is expected to be in... by Commodities Focus

15 min listen

Burned out: Has a sizzling economy actually fizzled out US metals and polymers?: US steel and polymer producers rode a wave of soaring prices for their products in 2021 as the economy roared back from the coronavirus pandemic and construction activity boomed. The hot building market brought with it an uptick in demand for steel... by Commodities Focus

20 min listen

For global petrochemicals, what went up is coming down…down…: The global petrochemical industry is grappling with the aftermath of COVID-fueled demand. The supply squeeze in 2020 and 2021 that led to soaring prices has been doused by economic uncertainty and oversupply, leaving producers with hard decisions... by Commodities Focus

19 min listen

Inside Fertilizer Analytics: Sulphur, Feb. 2021: The sulphur market has seen dramatic price gains across almost all regions in recent weeks. Tight supply on the back of Covid-19 related disruption has led to supply side issues. China imports dropped dramatically in 2020 but prices have remained fir... by Argus Media

20 min listen

Supply woes drive Mexican steel prices to 13-year highs: A long-standing regional supply shortage, aggravated by COVID-19 impacts, has prompted steel prices in Mexico to jump to 13-year highs, while local demand is yet to recover. Higher raw materials prices, coupled with a strong US dollar, were also... by Commodities Focus

13 min listen

Inside Fertilizer Analytics: Processed phosphates, Feb. 2021: Phosphate prices have been benefitting from tight global supply, because of the Covid-19 pandemic as well as the fallout of the potential duties which could be placed on US imports of Moroccan and Russian product. With the final ruling pending and ne... by Argus Media

21 min listen

Liquidity is Collapsing and the Fed's Still Taking Away the Punch Bowl': In this week's episode of the Stansberry Investor Hour, Dan welcomes back Mike McGlone, a Senior Commodities strategist for Bloomberg Intelligence with over 25 years of experience in the industry. Mike shares his insights on the direction of US... by Stansberry Investor Hour

62 min listen

Confidence returns to copper markets for now, outlook for 2024 still uncertain: Chinese copper markets are showing signs of recovering from the slump that hit the industry in the second quarter pf this year. The clean concentrate spot TCs are declining on increased demand for cargoes and cathode import interest are improving on... by Commodities Focus

19 min listen

A conversation with Goldman Sachs's Jeff Currie: Global demand for commodities has been obliterated. From copper as a barometer of the global economy to oil as a potential inflation hedge, no commodity has escaped the impact of coronavirus. Jeff Currie, head of commodities research at Goldman Sachs... by Commodities Focus

26 min listen

Metals in Transition: Copper, Aluminum and Steel with Charlie Durant & Sarah Macnaughton: Following the recent LME week and COP27, we are checking in on the metals market. In particular, Copper, Aluminum and Steel. All these metals face the twin forces of energy transition & sustainability alongside a global market destabilized by COVID, trade wars and Russia’s invasion of Ukraine. What have been the major trends in these metals in 2022 and what is the outlook for 2023? How will each of these metals fare in the effort to decarbonize, an inflationary global economy and the European energy crisis. Our guests are research leaders, Sarah Macnaughton and Charlie Durant, at the independent market analytics firm, CRU, which covers metals, minerals and fertilizers. To find out more about HC and our talent advisory services in the energy & commodities sector visit www.hcgroup.global/hc-insider To connect with our host Paul Chapman, you can find him at www.linkedin.com/in/paulchapmanhc/ by The HC Commodities Podcast

46 min listen

Global LPG Conversations: Factors affecting supply and demand over the medium term: In this latest episode, Kristen Mueller, principal consultant for Argus LPG, talks with David Appleton about the outlook for LPG in 2021, the medium-term developments on the supply side of the balance and the key factors that could reshape the market... by Argus Media

13 min listen

Everything Energy [S6, E1]: 2022 put energy in the headlines nearly every day. The list of interlocking energy issues is huge: Europe’s spiraling prices and gas shortages, the war in Ukraine and the cutoff of Russia’s oil and gas from world markets, canceling Nordstream 2,... by Altamar - Navigating the High Seas of Global Politics

35 min listen

Winter is coming, with little gas flowing from Russia...can the US meet Europe’s demand?: With bearish fundamentals characterizing the global LNG market, what role will US exporters play for Europe this winter? Following the Russian invasion of Ukraine in early 2022 and subsequent decoupling between LNG and natural gas in Europe, the US... by Commodities Focus

14 min listen

Europe’s energy crisis and the UK response: In an already challenging year for markets, the energy crisis in Europe and recent fiscal actions by the UK government have rattled market sentiment and caused further disruption to currency and global bond markets. A higher reliance on Russian supply ha... by Insights Now

22 min listen

COVID-19 was NOT the news headline of the year: When asked what factor will have the most significant impact upon mining and metals over the next decade, social license and electric vehicle material demand were common choices amongst a panel of news editors and special guests. Correspondent Paul Harris, editor Neil Christensen and Mining Audiences Manager Michael McCrae recorded Kitco Roundtable Christmas Special last week. by Kitco NEWS Roundtable

49 min listen

2021 The Financial Year in Review by Patrick Boyle On Finance

25 min listen

The good, bad and the ugly for Asian oil markets in 2022: There is growing optimism that 2022 will turn out to be the strongest year for Asian oil demand since the outbreak of COVID-19 more than two years ago. With in top consumers China and India, demand may finally be on a sustained upward trend... by Oil Markets

23 min listen

The Path Ahead for Natural Gas and Shale by Thoughts on the Market

3 min listen

Martijn Rats: The 2023 Global Oil Outlook by Thoughts on the Market

4 min listen

What Did Treasurers Learn from the Events of 2022?: The year 2022 was an interesting ride. Global turmoil, supply chain issues, rising interest rates, and major acquisitions all caused concern and intrigue for treasurers and financial professionals around the world. In this podcast, Craig Jeffery and... by The Treasury Update Podcast

19 min listen

An Insight into the Industrial Market in 2023: In this Industrial Advisors podcast, hosts Bill Condon and Matt McGregor engage in an insightful discussion with their guest Craig Hurvitz, the National Director of Industrial Research at Collier's. The discourse revolves around the state of the... by Industrial Advisors

15 min listen

How has the war in Ukraine, China’s 'zero-COVID' strategy impacted sulphuric acid, copper?: Sulphuric acid prices have been rising strongly since the start of COVID-19. Copper prices are also showing a similar trend. What are the factors behind the strong uptrend in demand? What is the impact on copper and sulphuric acid from the... by Commodities Focus

17 min listen

Once More, With Energy: Gas Prices, G7 and Ken Langone 6/27/22: We’re kicking off the week with a super-sized Squawk Pod! Three big interviews that all start with the key question Wall Street is asking: how bad is the impact of 2022’s high energy prices? Becky Quick and Brian Sullivan weigh the influence higher gas prices have on the stock market, and G7 leaders convene in Germany to discuss additional Ukraine support and new sanctions that include a proposal to cap the price of Russian oil exports. Goldman Sachs’ Jeff Currie says a brief pullback in global energy prices signals a buying opportunity for investors. Noted tech investor John Doerr has a legendary track record – he was an early back of both Google and Amazon – and today, he calls the shift away from fossil fuels a revolution that rivals the creation of the Internet. Andrew Ross Sorkin catches up with Doerr at the Aspen Ideas Festival in Colorado. NBCUniversal News Group is the media partner of the Aspen Ideas Festival. by Squawk Pod

39 min listen

Unrelenting petcoke prices stifle global demand, consumers look elsewhere: Petcoke prices out of the US Gulf have doubled since this time last year. Prices continue to rise amid tight supply, and volatile freight markets within the region add fuel to the flames. coal and shipping editors discuss the impetus behind this... by Commodities Focus

10 min listen

Metals trade insights as markets emerge from coronavirus lockdowns: China appears to be almost singlehandedly supporting global metals prices on the back of a return to high levels of industrial activity. But other Asian markets are still slowly emerging from Covid-19 related lockdowns. How is this impacting iron ore,... by Commodities Focus

9 min listen

Coal Trading with Hayn Park: Coal Trading with Hayn Park Coal demand reached an all-time peak in 2022. Prices reached levels not seen for over a decade. China is permitting two new coal fired power plants a week and Germany is burning lignite to meet its power demand. Traders reaped huge rewards trying to connect a fragile, disrupted, supply chain. As the world strives for the energy transition, removing coal from our power mix is vital. Financiers and public companies have made firm commitments to this. This has pushed the coal supply chain into ever more private hands and into a more opaque and volatile arena. What is the coal market? What is its structure? How is it traded? And where is it headed. Our guest is Hayn Park, head of European energy trading at DRW and a veteran energy trader. by The HC Commodities Podcast

44 min listen

Is a 'decade of disorder' ahead for global oil markets?: Low oil prices and a lack of upstream spending are fueling a looming, worldwide supply crisis for the 2020s, some oil industry experts say. Adam Sieminski, former head of the US Energy Information Administration, and Michael Cohen, head of energy markets by Capitol Crude: The US Energy Policy Podcast

12 min listen

Layoffs, Layoffs, Layoffs with John Rubino #5795: Kerry Lutz and John Rubino discussed the current economic situation, which includes high unemployment, plunging lumber prices, and a shrinking money supply. They also discussed the possibility of a dollar shortage leading to deflation, and the... by Financial Survival Network

24 min listen

Out of Stock: Update on F&A Logistics: Supply chain hiccups were one of the top challenges for businesses in 2021. Skyrocketing prices and unreliable schedules squeezed margins across industries. In this podcast, we cover recent developments and the outlook for the container freight and... by RaboResearch Food & Agribusiness North America

21 min listen

Global alumina, aluminum markets face headwinds from trade flow disruptions, operational challenges: Australia’s ban on export of alumina to Russia following the war in Ukraine sent prices on a rollercoaster ride in the first half of 2022. Uncertainties surrounding the supply-demand dynamics and policies continue to loom ahead. In the aluminum... by Commodities Focus

15 min listen

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Copper markets eye easing concentrate supply in 2022

Copper markets eye easing concentrate supply in 2022

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