JJN News and Press, iPathA Series B Bloomberg Nickel Subindex Total Return ETN From 03/30/23

2023-03-30 06:04:00 ET Summary The London Metal Exchange is back in the limelight again, along with its notorious nickel contract. This time, the news has to do with reports of potential fraud with a recent LME nickel shipment. The scrutiny comes following the discovery of nine wa...

2023-03-07 16:06:00 ET Summary The shifting geographic demand for commodities in focus. China's growing dominance of the EV supply chain. Oil demand in India and China. Daniel Ghali, Senior Commodity Strategist at TD Securities, speaks with Greg Bonnell about...

Summary Tightening monetary policy, Europe’s energy crisis, and China’s COVID-19 lockdowns have contributed to risk aversion in the economy and markets. China’s early reopening from its COVID-19 lockdowns is already putting pressure on tight inventories. Destock...

Summary We believe the global resource transition is at an inflection point, creating long-term investment opportunities for several raw materials. It is essential to recognize the increased risk to the global supply of "green metals."*. The risk of a weaker supply has the potential...

Summary The jobs report certainly seemed good, but everyone who’s been doing this a while knows that January is one of the months that often gets revised a lot. Markets have pushed out the recession start date quite a bit over the last two weeks. Eurodollar and SOFR futures - sho...

Summary Industrial metals have regained substantial momentum over the last three months, and it will be important to keep track of this in the coming weeks. This momentum is likely to have limited upside potential as cyclical and super-cyclical factors reassert themselves in the short t...

Summary The JJN provides exposure to nickel metal through tracking a commodity futures index. Nickel is a critical metal that is important in many clean energy technologies, with demand forecast to surge in the coming years. Supply of nickel is limited, with Indonesia, the Philippin...

Summary December was a mixed month for commodity index strategies overall. Natural gas was the strongest commodity for most index strategies. The precious metals sector was the strongest performing sector in December, rising over 5%. Natural Gas Contributes From Rebalance ...

Summary Electric vehicle sales projections pose challenges for copper supply, with a 10 million metric ton deficit possible by 2035, according to estimates. Rapidly rising interest rates combined with higher energy prices are fueling concerns of global demand destruction. China is t...

Summary The LME aluminium price fell from a two-month high to as low as $2,416/t on Monday morning following the decision. The LME said it believes, after receiving feedback, that a material amount of the market is still accepting and will continue to rely on Russian metals. A...