(Haris Mohammad and Tian Adam) In recent years, the consensus view on Wall Street has become that the fossil fuel demand is in terminal decline. Notable events, such as Saudi Arabia’s endeavours to reduce its stake in the oil company Saudi Aramco, have all contributed towards the belief that the world will have to increase … More Green Bubble & The Commodity Supercycle

(Aidan Miao and Satvik Deolal) As the world closely observes the military coup in Myanmar, investors are right to worry about their assets in the region as situations are still very uncertain at the moment. After the military overthrew the government and detained the elected leader, Aung San Suu Kyi, it triggered international condemnation and … More Impacts of US Sanctions on Myanmar for the Commodities Market

(Haris Mohammad and Tian Oscar Adam) Water is one of the key ingredients for life. In the United States, people use approximately 400 billion gallons of water every day. Amid the ongoing worries about the water scarcity in the future, water recently joined gold, oil and other commodities traded on Wall Street. Farmers, hedge funds … More Forecast & Analysis on Water Futures

(Aidan Miao and Satvik Deolal)  The commodities market is usually headlined by big players such as Gold and Silver. A metal that has recently been in the talks amongst traders is Rhodium. Rhodium is one of the rarest metals on the earth. It is so rare that it does not trade on the world commodities … More Rhodium – Commodity Analysis and Forecast

(Thomas Mak) Even before the emergence of COVID-19, commodities markets around the world were already facing ample challenges. With the US-China Trade War substantially weakening the demand for base metal commodities, coupled with the US dollar strengthening back in 2018 after Trump imposed generous tax cuts, global markets witnessed extreme price volatility that unsettled commodity producers and traders.   BNP Paribas’ … More Commodities Endgame? BNP Paribas’ retreat

(Nathan Nowbuth and Josh Gill) Casting our minds back to the tail end of 2017 and for the majority of 2018, digital currency, more commonly referred to as cryptocurrency, was the hot topic on every trader’s mind. There are numerous cryptocurrencies which can be purchased such as Bitcoin, Litecoin and Ripple. However, in this article, we will focus on Ether, … More Cryptocurrencies Part 1: The rise and fall of Ether

(Haris Mohammad and Ujan Shrestha) With 2.5 billion cups of coffee consumed every day and coffee sales exceeding $70 billion each year, it is one of the most dependable and widely traded commodities in the world. Such high levels of demand bring high levels of volatility and production, with coffee being the second most traded … More Coffee Analysis & Forecast

(Thomas Mak) The maritime shipping industry has been labelled as the ‘lifeblood of the global economy’. According to the International Chamber of Shipping, more than 50,000 merchant ships travel the seas carrying approximately $4 trillion of commodities like grains, iron ore, and crude oil every year. In light of its significance, the performance of the shipping … More Turning Crisis Into Opportunities: Shipping Companies’ Struggles and Recoveries

(Aidan Miao and Satvik Deolal)  Gold is one of the most popular and valuable precious metals of all time. Its shine and value are some of the reasons why gold is used everywhere. Whether it be used jewellery, electronics, or even buildings, gold is popular for its look, regard to be expensive, and other qualities … More Q4 2020 Gold Commodity Outlook

(Haris Mohammad and Ujan Shrestha) Being the lifeblood of industrialised nations, oil has become the world’s most important source of energy since the 1950’s. Its products underpin modern society. Notably used for supplying energy to factories, heating homes and providing everyday essentials including plastics, detergents and even medicines. However, the recent shift towards renewable energy … More Oil – Commodity Analysis and Forecast

(Thomas Mak and Farzan Faizeen)   2020 facilitated a revival for precious metals like gold and silver. With silver hitting a six-year high of $26 an ounce in Q3 2020, it reflects the general market concern of Federal Reserve’s stimulus package could increase the rate of inflation, for which precious metals are often regarded as popular inflation … More Silver – Commodity Analysis and Forecast

(Thomas Mak and Farzan Faizeen) Due to the COVID-19 pandemic, the supply-demand dynamic of the copper market has been subjected to significant changes. China, the largest copper importer, had to scale down its industrial production due to lockdown measures. Due to social distancing measures and reduced aggregate demand in the economy, many workers have been … More Copper – Commodity Analysis and Forecast