Getting U Ready, as Gold Gleams
China's steel industry facing challenges with output cuts and accumulated losses, while government aims to stimulate demand through infrastructure...
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Energy Cable: China is killing the commodity super cycle
Take aways: Low margins and high stock levels mean that China will export its excess metal capacityOther commodities like crude and its...
1.2k Views
Getting the Grid Connection Back
China's state grid is set to increase spending by 13% this year, potentially boosting sentiment in the copper sector, while new standards for...
225 Views
Energy Cable: The demand outlook in China is dreadful to say the least …
The bottom-line is that we are still playing the metals space from the short side, while we don’t hold any energy longs despite it being...
196 Views
Energy Cable #63: It is still all eyes on China
Solid PMI numbers out of China supporting the reflation story. Steel Production looks ok. There is still potential for the USD to throw a wrench in...
182 Views