JJUB News and Press, Barclays Bank PLC From 04/28/21

When the largest aluminum producer on earth keeps reporting high import figures, the world sits up and takes note. It all started in 2019, when China's aluminum output dropped due to low prices. Korea, Japan lead list of China aluminum import partners. For further details se...

Metal prices have been rising this year, in part because of a rapid recovery in consumer spending and manufacturing following last year's lockdowns. Constrained supply is also a major driver of metal prices. In some cases, such as copper and zinc, this has been from lockdowns in major...

Near-record supply chain disruption has led to fastest rise in global input prices since August 2008. Higher costs were passed through to clients at sharpest pace for over a decade in March. Shipping delays, elevated transport costs and higher commodity prices likely to feed throu...

An overview of inflationary indicators from Germany, China, and the US. Where do these price increases come from? Will those price increases last? Will inflation continue like in the 70s & 80s? How to position your portfolio to benefit from increasing commodity prices. ...

An improved US household balance sheet and robust income growth supports consumer demand, while historically low inventories should keep order books very firm. This suggests the restocking cycle could be a prolonged one. US stock replenishment will continue supporting metals deman...

Aluminum prices (LMAHDS03:COM) jumped to their highest in nearly three years, as Chinese trade data shows export momentum remained strong in March after record gains in February, while imports topped expectations.The figures suggest the global economic rebound is helping lift demand in China,...

Physical delivery premiums are a significant cost to consumers. In Europe, physical delivery premiums have jumped to three-year highs. China's pull on the rest of the world's aluminium supply does not appear to be abating. For further details see: Rising Aluminum Physica...

Commodity indexes are rallying as government stimulus and low interest rates fuel inflation expectations. Commodities can help investors hedge against inflation and diversify portfolios. Commodity exchange traded products (ETPs) offer convenient and affordable access to broad bask...

The aluminum market is undeniably tight, as consumers are having to wait months for metal and the Midwest Premium rises. Semi-finished product prices are rising and lead times are extending. With no obvious end in sight to the semi-finished product market restrictions and a restoc...

The magnitude of the stimulus over the past year may be driving inflationary expectations. This, combined with potential synchronized global growth and supply constraints, may all serve as tailwinds for commodity producers. VanEck Commodity Strategist and Portfolio Manager Roland ...