Essential Metals (ESS AU): Scheme With Tianqi/IGO
This is done and should trade tight. Trading at an attractive gross/annualised spread of 4.8%/14.6% (assuming mid-May implementation) as I type,...
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Here's How to Look at the Oil Market in 2018: Reset Your Calculus
In the Sheikh versus Shale match, round one goes to the Sheikh. Benchmark Brent crude is up around $10/barrel from a year ago and settled at a...
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US Shale May Still Cap Crude Prices but OPEC Has Secured the Floor
OPEC and its non-OPEC allies on November 30 finally decided to stay the course with their crude production cuts till the end of 2018. Benchmark...
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