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Commodity Fundamentals Report

A monthly report analysing commodities & commodity related fundamentals.

The Commodity Fundamentals Report provide a deep analysis of the supply and demand dynamics for key commodities. Recent publications have focussed on oil, gold, and copper.

Report frequency: Monthly (average 8-10 reports per year)

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Recent Commodity Fundamentals Report publications:

  • Commodity Fundamentals Report No. 80,   30th November 2017 : "OIL: Turning on The Shale Taps (…again)''
  • Commodity Fundamentals Report No. 79,   16th November 2017 : "Gold – Disaggregating the Drivers a.k.a. Why it’s going down ''
  • Commodity Fundamentals Report No. 78,  3rd November  2017 : "EVs: Pulling the Plug on Oil Demand a.k.a. How much will Electric Vehicles matter?" 
  • Commodity Fundamentals Report No. 77,   8th August 2017 : "Gold, Real Yields & Forecasting US Wage Growth a.k.a. Is Gold about to stop shining? ''
  • Commodity Fundamentals Report No. 76,  3rd August 2017 : "Oil & the World’s Key Supply Themes  a.k.a. Is the Oil Market Genuinely Rebalancing? ''
  • Commodity Fundamentals Report No. 75,   20th July 2017 : "Well well well… a.k.a. The Rising (downside) Risks to US Shale ''
  • Commodity Fundamentals Report No. 74,   13th July 2017 : "Copper, Fed Tightening & Chinese Capital Flows ''
  • Commodity Fundamentals Report No. 73,   28th April 2017 : "OPEC, Game Theory & the Oil price ''
  • Commodity Fundamentals Report No. 72,  18th April 2017 : "China, Housing Cycles, Monetary Tightening & Copper? ''
  • Commodity Fundamentals Report No. 71,  17th February 2017 : "OIL: Relief Rally or New Bull Market? ''
  • Commodity Fundamentals Report No. 70,   31st January 2017 : "Oil Intensity of US GDP – Another Paradigm Shift ''
  • Commodity Fundamentals Report No. 69,  23rd January 2017 : "OIL: Capex & the (recent) History of Boom & Bust''
  • Commodity Fundamentals Report No. 68,  29th November 2016 : "China’s Crude: Breaking Down the Numbers a.k.a. Chinese Stockpiling – The OIL Market’s Swing ‘Consumer’ ''
  • Commodity Fundamentals Report No. 67, 7th November 2016: "Gold: Relief Rally or New Bull Market?"
  • Commodity Fundamentals Report No. 66, 19th August 2016: "Oil Global Fundamentals Still Off-Kilter"
  • Commodity Fundamentals Report No. 65, 25th April 2016: "Copper, China & Stylised Housing Cycles"
  • Commodity Fundamentals Report No. 64, 15th April 2016: "Oil: How much has China stockpiled?"
  • Commodity Fundamentals Report No. 63, 31st March 2016: "SELL Oil: Fundamentals & Technicals Align"
  • Commodity Fundamentals Report No. 62, 22nd January 2016: "Oil: How Much Will US Shale Be Squeezed?"
  • Commodity Fundamentals Report No. 61, 20th November 2015: "Oil: Lower Trading Range Expected in 2016"
  • Commodity Fundamentals Report No. 60, 28th August 2015: "Copper's Bear Market - Alive & Well"
  • Commodity Fundamentals Report No. 59, 10th July 2015: "Oil Update - Part II: Re-Test of the Lows Likely"