Editorial: Palladium has its day in the sun
Already-strong palladium prices soared to new heights in March, with spot palladium prices topping US$1,600 for the first time on March 20, and hitting an all-time record high of US$1,604…
Commodities Markets
Facts ‘n’ figures: Central banks buoyed gold demand in 2018
The following is an edited summary from the World Gold Council, based on its Gold Demand Trends Full Year and Q4 2018 report. To access the full report, visit www.gold.org. Global gold demand…
Editorial: Iron ore prices surge higher on Vale disaster
All of those supply and demand, and price forecasts carefully assembled in late 2018 for iron ore have become obsolete in the wake of Vale’s devastating Corrego do Feijao tailings…
Commentary: Silver poised for stronger year after humdrum 2018: Silver Institute
The following is a release by the Silver Institute, a Washington, D.C.-based non-profit association that draws its international membership from across the breadth of the silver industry, including silver miners,…
UxC’s Nick Carter expects uranium’s ‘gradual upward movement’
Nicolas Carter is an executive vice-president of uranium at UxC LLC, one of the nuclear industry’s market research and analysis companies. Carter has 21 years of nuclear industry experience. He…
Slower growth weighs on base metals but constructive for gold, CIBC says
The negative effects of trade disputes on global growth this year will push down demand for base metals and steel-making commodities, while the economic uncertainty will drive gold prices higher,…
Metals Commentary: Bright lights at end of long tunnel for lithium
Cold water was thrown on the lithium market in 2018, with prices falling and lithium miners’ equity prices falling alongside. We at Fastmarkets believe the price weakness has been front-loaded…
Cobalt, palladium on Scotiabank’s ‘Naughty and Nice’ list of 2018
Weak production growth, steady-to-rising demand, supply deficits and falling inventories pushed prices of palladium up 19% in 2018, after a 51% jump in 2017, Scotiabank economist Rory Johnston concludes in…
Interview: Jeffrey Christian sums up 2018 themes and looks to 2019
Jeffrey Christian is the managing partner of CPM Group, a commodities research and management consulting and financial advisory firm in New York. He founded the company in 1986, spinning off…
Interview: Stormcrow’s Jon Hykawy gives battery metal outlook for 2019
Jon Hykawy is the president and director of Stormcrow Capital. He is a research scientist and expert in lithium, the rare earths, fluorspar and tin. Originally training as a physicist,…
Interview: Scotiabank’s Rory Johnston on ‘volatile’ 2018, outlook for 2019
Rory Johnston is a commodity economist covering energy and metal markets in Scotiabank’s Economics department. His research includes the Scotiabank Commodity Price Index (a monthly assessment of developments affecting the…
Gold demand steady through Q3, World Gold Council says
The following is an edited summary from the World Gold Council, based on its Gold Demand Trends Q3 2018 report. To access the full report, visit www.gold.org. Global gold demand…