RJZ News and Press, AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index - Metals Total Return Structured Product From 12/06/21

Despite wholesale cash prices coming down several months ago on several construction related commodities, such as lumber, consumer-level retail prices have not necessarily seen the same drops. Lumber futures returned to relatively normal levels during the fall, settling around an aver...

Despite a moderate pick-up in growth during Q4, the leading indicators of the economic growth cycle suggest we are nearing a period of stagflation and potentially disinflation as growth resumes in deceleration. Beginning with the long leading indicators, they have for some time been t...

Indonesian President Joko Widodo has been announcing from different forums that his country may stop the export of bauxite next year, copper ore in 2023 and tin in 2024. As part of efforts to improve the country’s external balance & attract investments into the resource pro...

The inevitable rise of commodities in the next decade. Investing in commodities vs. producers. Could we see $150 oil? For further details see: Beyond The Energy Crisis: The Rise Of The Next Commodities Supercycle

VanEck Commodity Strategist Roland Morris discusses his views on a potential long-term bull market for commodities. He explores the impact of short and long-term trends, including supply constraints, the transition to renewable energy, inflation and Fed tapering. Currently, most c...

Financial stimulus measures can cycle in an economy over a 12-24 month period. However, Stier said Hydro sees this infrastructure program rolling out over a decade. Taking aluminum extrusions as an example consumption reached some 6 billion lbs in 2018 and fell due to the pandemic. Ho...

Novelis Inc. reported a net income of $237 million during Q2 as compared to a net loss of $37 million in the prior year period. Novelis benefitted from readily available scrap input rather than the position for many of its competitors who rely on primary ingot or slab. When automo...

Today, consensus inflation expectations remain high even though most commodity prices have dropped significantly over the past six months. Commodities are infamous for boom-bust cycles because high prices simultaneously encourage supply while curtailing demand. 12-month change in ...

Behind the aluminium market gyrations, primary production costs have surged, and this has led to an acute squeeze on producers' margins. China's power market reforms could add to a secular shift towards higher costs for primary aluminium smelting. As a result, there could be profo...

The higher power content of primary aluminum has driven a plunge in prices that have caught many by surprise and still has the potential to go further. The aluminum price has been undermined by falling coal prices in China following efforts by regulators to curb excessive speculation,...