So the Lunar New Year this week in China has given a welcome pause for thought after a rather frenetic period of seemingly stronger data coming through from leading emerging market. So in an effort to assess whether the recent turnaround is a seasonal swing, a false dawn, or a true trend, here’s a random collection of tidbits I have gathered together to slowly digest.
Posts Tagged ‘China’
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Feb 15 2013 @ 10:58am by Matt Smith in Capital Markets, Crude Oil, Economy, Global Energy, Random, risk management
Twists and Turns For The Year Of The Snake
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Feb 1 2013 @ 10:42am by Matt Smith in Crude Oil, Economy, Global Energy, Natural Gas, Random
Burrito bites
Happy Groundhog Day Eve! As Punxsutawney Phil completes his final workout ahead of his big day, commodityland™ closes the curtains on what has been another nutty week. Oil is pushing on to 4-month highs as momentum builds for a global recovery, while natural gas has seen its expectations for the rest of winter lowered, and prices have adjusted accordingly. But Phil’s shadow (or lack thereof) will give us more insight into that tomorrow. As for now, c’mon let’s chow:
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Dec 21 2012 @ 10:33am by Matt Smith in Blog, Crude Oil, Economy, Global Energy, Natural Gas, Random
Burrito bites
Happy 12/21/12! Something big was supposed to happen today but I can’t remember for the life of me what it was. As for our dearly beloved commodities this week, oil has remained under the influence of the fiscal cliff – the skullduggery of it all leaves crude ultimately range-bound and run ragged. As for natural gas, it has shimmied higher on cooler weather outlooks, back to swing around the monkey bar of mid three-dollardom. But enough from me, it’s time for treats: » read more
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Dec 7 2012 @ 10:54am by Matt Smith in Biofuels, Blog, Crude Oil, Economy, energy consulting, Global Energy, Random
Burrito bites
As we charge into December, we see oil and natural gas prices distinctly lacking in the holiday spirit and looking downbeat, as fiscal cliff and Euro woes combine with a lack of wintry weather to spur on sell-offs in the respective commodities. That said, a turnaround in any of these elements could propel either commodity higher, as both seem supported near current levels. Enough fluff, let’s hit up the good stuff: » read more
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Nov 8 2012 @ 1:03pm by Matt Smith in Blog, Economy, Global Energy, risk management, Risk Strategy
China’s Unquenchable Thirst For Water
As regular burrito readers will know, China is a hugely huge producer and consumer of commodities. Not only is it the largest global producer of key crops and meat, it has the largest appetite for goods that cover the gamut from rice to rubber, from cotton to copper. But one of its largest addictions has become one of its biggest problems, as it has an unquenchable thirst……for water. » read more
