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8 Sep 2023

An important chart

Source: J-C Parets

6 Sep 2023

An immediate consequence of soaring oil prices mean -> Soaring gas prices in the US

Now at their highest for this time of year since 2012 (and 2nd highest ever)... not great for headline inflation and consumer purchasing power Source: Bloomberg, www.zerohedge.com

5 Sep 2023

Brent Oil hits $90/bbl for 1st time since Nov as Saudi Arabia extended its unilateral oil production cut by another three months

Source: Bloomberg, Holger

10 Aug 2023

Rice prices soared to the highest in almost 15 years in Asia on mounting concerns over global supplies as dry weather threatens production in Thailand and after top shipper India banned some exports

Concerns over the potential impacts of El Nino on production in some suppliers provided further underpinning to prices, as did rain-induced interruptions and quality variability in Vietnam’s ongoing summer-autumn harvest,” a FAO report stated. India, the world’s leading rice exporter, banned exports of non-basmati white rice on Jul. 20, as the government seeks to keep a cap on soaring food prices at home, and ensure there are enough supplies domestically “at reasonable prices.” Source: Bloomberg. CNBC

7 Aug 2023

Is stocks leadership vs. commodities starting to roll over?

Source: J-C Parets

7 Aug 2023

Crude Oil had its 6th consecutive green week, the longest weekly winning streak since February 2022

Source: Barchart

27 Jul 2023

Commodities on the run

Bloomberg Commodity Spot Index is currently having its best monthly performance since March. Source: Bloomberg, Liz Ann Sonders

27 Jul 2023

Top Cobalt Producers

Colbalt is essential for a series of technologies, from batteries needed for EVs to portable devices like smartphones, tablets, and laptops. The Democratic Republic of Congo (DRC) has long been the world’s largest cobalt producer, accounting for 73% of global output in 2022. However, according to the Cobalt Institute, the DRC’s dominance is projected to decrease to 57% by 2030 as Indonesia ramps up its cobalt production as a byproduct from its rapidly expanding nickel industry. Indonesia accounts for nearly 5% of global cobalt production today, surpassing established producers like Australia and the Philippines. Source: Visual Capitalist, Elements

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