Brazil's emergence as a dominant agriculture exporter
Over the past 20 years, Brazil's growth in the production of feedstuffs like soybeans and corn has been remarkable. In the process, it has become a powerhouse exporter. To accomplish this, it took the...
13 Dec 202317min
Asian aluminum, alumina markets mixed on demand expectations, cost pressures
Asian aluminum markets continue to see lackluster demand and ample stocks pressuring premiums, though the sporadic reopening of the Chinese import arbitrage window is providing support across the regi...
6 Dec 202320min
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 car...
16 Okt 202318min
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 decoupli...
6 Okt 202313min
Buyers' choice: Global oversupply of single-use plastics makes recycling uneconomical
High density polyethylene product consumption and market behavior are key indicators for consumer spending. The US and major export outlet Asia are climbing out of a price slump created by HDPE oversu...
21 Sep 202312min
El Niño spells dire straits for shippers at the Panama Canal
Draft reduction at the Neopanamax locks and limitations on daily transits at the Panamax lock system have resulted in longer wait times to transit the Panama Canal. Shipowners have been raising freigh...
7 Sep 202319min
Summer slump: Global recycled polymer markets wait for western markets to find solid footing
A sluggish start to the peak summer demand season has disrupted the global recycled PET markets, with subpar demand from beverage bottling in North America, squeezed margins, stiff competition from vi...
31 Aug 202313min
Narrow margins are back for US gas, but will producers slow output?
US Henry Hub natural gas prices have averaged just $2.43/MMBtu this year, pushing many producers close to, or even below, their breakeven price. Mild weather and weak gas demand this past winter were ...
23 Aug 202314min
