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Commodities

Commodities: June 30, 2008

Don’t Believe The Naysayers: Global Growth Remains Robust

Halfway through the year is a good time to take stock of where markets are. Particularly as we are now in the seventh year of this bull market. Those observers thinking that this is it, that there is no more upside may yet be

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Commodities: June 23, 2008

Good Times For Iron Ore Miners, But Where Is All The Zinc Going?

Talk to some analysts and they point to the halving in price of nickel, lead, and zinc as evidence that the bull market has had its time in the sun. Other equally knowledgeable observers cite the near doubling of iron ore prices,

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Commodities: June 16, 2008

The Gods Conspire To Keep The Bull Market Going For A Little While Longer

Just when things looked to be getting boring for base metals a gas explosion in Western Australia has suddenly made the market a lot tighter. Apache Corp’s Varanus Island facility supplies about one third of the state’s

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Commodities: June 09, 2008

Is It A Bubble Or Is It A Boom?

One of the drawbacks to admitting to anyone that you used to work in mining is that they immediately ask you if the present boom is sustainable. The trite answer is: of course not, most commodity prices are well above the

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Commodities: June 02, 2008

Bears Are In The Ascendant, But They Could Be Wrong

It is hardly possible these days to listen to the radio, watch TV or read a newspaper without being told about the price of oil reaching US$135 a barrel. In fact you might even get a phone call from the British Prime Minister at

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For more commodities stories visit the archive.