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Recent Posts by davin

TD Securities’ Daniel Ghali warns exchange copper inventories may be tapped increasingly as global deficits tighten supply

TD Securities warns copper deficits may draw exchange stocks down, as off-exchange supplies are constrained globally.

Societe Generale says Eurozone January industrial output plunged, despite stronger PMIs and German orders, from sector shocks

Euro area industrial output fell 1.5% in January, driven by pharmaceutical and energy-intensive industry declines.

In February, US industrial production rose 0.2% month-on-month, exceeding forecasts of a 0.1% increase

US industrial production increased 0.2% in February, beating forecasts of 0.1%, signalling output slightly stronger than expected.

In February, US capacity utilisation exceeded forecasts, reaching 76.3% versus an expected 76.2% in latest data

US capacity utilisation edged up to 76.3% in February, beating the 76.2% forecast by 0.1 points.

Warren Patterson says oil markets reprice for extended Hormuz disruption, with about 8m b/d already halted

Oil markets reprice for prolonged Hormuz disruption, 8m b/d shut-ins, delayed US response, elevated record prices.

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