Commodities

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News
10 October 2016
Rosneft, the world’s largest oil company, has got that bit larger following the acquisition of a stake in state-owned Bashneft, the Russian oil company that was formed from the oil-related...
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News
20 September 2016
 Challenging thermal coal market conditions have hit SUEK Group’s H1 revenue growth – down 16% on the H1 2015 to US$1.781bn and EBITA down also 16% to US$497m. With production up...
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Opinion
14 September 2016
Jean-François Lambert unpicks Glencore's H1 2016 results and notes that the fundamentals make it impossible for its marketing division to plug holes in its industrial activities  
Philippe.Chalmin web
Opinion
14 September 2016
While I am writing this chronicle in my Basque haven in south-western France, the world leaders are gathering in Hangzhou (China) for the G20 meeting. This will allow President Xi Jinping to show...
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News
1 September 2016
While world apple production in the deciduous fruit marketing year of 2015/16 looks set to hit 76.9 million tons, this is cold comfort to Polish apple producers as the season of mists and mellow...
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Opinion
22 August 2016
Jean-François Lambert predicts that uncertainty created by Brexit and the growing global population mean demand for commodities will soon outpace supply
Philippe.Chalmin web
Opinion
22 August 2016
Brexit Britain has voted for the wrong side of history, where nostalgia will offer neither economic growth nor political progression, envisages Philippe Chalmin
Oil_and_energy
Awards
12 August 2016
With oil prices languishing at around US$46/bbl, financing oil and energy exports is not quite what it used to be. Exporters are struggling, but importers have never had it so good. Selective...
Soft_commodities
Awards
12 August 2016
While agri commodity markets are bearish with few exceptions such as sugar, the need to feed nine billion mouths by 2050 is creating an undefined floor for agri commodity prices. And the...
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Blog
7 July 2016
Gold has entered a new bull market in the wake of Britain’s vote to leave the European Union (EU), as investors cut ties to riskier equities amid growing uncertainty in the global financial...
Chemical_imbalance
Feature
4 July 2016
Ever hungry for more energy to manufacture their products and being completely dependent on oil for their chemical building blocks, the petrochemical industry is over-exposed to oil and needs to...
Ship_wreck
Feature
4 July 2016
The prognosis that recent cases of fraud will lead to the death of collateral management arrangements is nothing but a misdiagnosis. There are plenty of opportunities for prudent risk managers,...
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Feature
4 July 2016
Oil-dependent MENA nations have found themselves plunged into a battle of the survival of the fittest due to sustained low oil prices. Diversification has never been more pressing in the region,...
Philippe.Chalmin web
Opinion
1 July 2016
Investor exuberance for China's exchanges coupled with laissez faire and underdeveloped regulatory standards are warning signs that cannot be ignored, says Philippe Chalmin
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Opinion
1 July 2016
Jean-François Lambert reflects on a brighter picture for commodities and their financiers than that beheld at New Year 2016  
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News
6 June 2016
Noble Group Limited, the Singapore-headquartered commodities trader founded by Richard Elman has announced a US$500m rights issue. The beleaguered company has had to deal with the fall-out of...
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Opinion
1 June 2016
Jean-François Lambert asks why credit committees and regulators do not give transactions embedded in global supply chains special treatment when it comes to capital allocation
Philippe.Chalmin web
Opinion
1 June 2016
Philippe Chalmin reflects on the recent decline in commodity trader financial performances and says that those who survive the years of famine, following years of plenty, have been private family-...
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