December 2013

LORD COPPER: My scorecard for 2013

Now it’s time to look back and review what happened in 2013, the starting point is to look at one’s own predictions. So how right or wrong were they?

REVIEW OF 2013: The LME – a year that went with a bang

Ever since Hong Kong Exchanges & Clearing (HKEx) ceo Charles Li signalled he intended to look more closely at warehousing, 2013 was always going to be remembered as the year that the London Metal Exchange took out its bazooka.

LORD COPPER: Optimism about 2014 looks a little overdone

Veterans of many cycles have no real expectation for anything other than a dull, static year. Many analysts though are beginning to talk of a more positive tone appearing, with prices ticking upwards. But are they being overoptimistic?

HOTTER ON METALS: Taper time - the new credit crunch?

The US Federal Reserve has signalled the beginning of the end of cheap money. But are world markets, including commodities and in particular metals, ready to come off the Fed’s drip?

The ins and outs of banks and commodities

For commodities traders, it would seem something else is certain apart from death and taxes: banks’ repeated entry into, and exit from, the commodities trading world.

HOTTER ON METALS: Trafigura not about to 'do a Glencore'

Trafigura has released its first publicly-available financial results, but do not expect the company to follow Swiss peer Glencore down the IPO path.

MILLING ABOUT: Fay leaves Newedge; SocGen's Combes named as replacement

John Fay is to leave global brokerage firm Newedge, where he was the global head of currencies and commodities, in order to pursue other interests, the company said.

LORD COPPER: What to do about aluminium?

What has happened in the aluminium market since 2008 would seem to be more than a blip while the market rebalances. So what is going on?

INTERVIEW: Commodities to pick up in 2014, says ETF Securities

Investment in commodities will pick up in 2014 as investors switch from equities into the often neglected asset class, which has been underperforming over the past year, an executive at ETF Securities said.