JJUB News and Press, Barclays Bank PLC From 05/25/21

China’s “zero tolerance” warning to commodity speculators over the weekend sent prices of some metals and iron ore tumbling. Bloomberg reported the government had also threatened severe punishment for violators indulging in excessive speculation and fake news in t...

A bullish report in Reuters last week advising metal output in China was breaking records, again, looks at odds with developments this week. China’s primary production reached 3.35 million metric tons in April. That marked a 2.3% jump from 3.28 million tons in March. Furthermor...

Commodity prices plunge in Chinese markets to open the week after the government ratcheted up its campaign to hold down surging prices.Steel and iron ore futures are down sharply in early trading, with steel rebar and hot-rolled coil -7% on the Shnaghai exchange and the most-traded Dalian iro...

The path to a net-zero economy has dual implications for aluminium on both the supply and demand side. That may see the aluminium market shift into deficit in the medium term. In the short run, rising disruption from China has already suppressed production growth this year. ...

The European Union says it agreed to a partial truce with the U.S. in a dispute over U.S. metals tariffs imposed by former president Trump, suspending a proposed hike in its retaliatory tariffs that would have added a number of products and doubled duties to 50% on others.The U.S. will mainta...

China may want commodity prices to stabilise but its environmental and economic goals suggest demand will remain strong. This is the trilemma facing the market, and the more officials bang the drum on these conflicting aims, the greater the risk of imbalance. A trade spat with its...

Some of the merchant banks would have us believe we are in the grip of another supercycle. The constrained global logistics market is pushing costs up and creating shortages across multiple supply chains. Goldman Sachs is predicting the biggest jump in oil demand in history, a ris...

Metals prices are flirting with record levels, agricultural markets are trading at multi-year highs, and oil has staged an impressive recovery. The post-Covid-19 recovery is clearly bullish for commodities. However, what is less clear is whether we can call this a super-cycle. We ...

This article deals about my favourite trades for the green energy transition. The green energy transition is a once in a lifetime paradigm shift that we can trade and profit from. Copper and other metals used in the electrification process are undoubtedly a popular way to trade th...

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...