Global Commodities Views

Pages

Global Commodities Strategy

We are holding to our Brent and WTI price forecasts for 2014. WTI should remain fairly stable and average USD99/bbl, while improving supply will see Brent weaken to average USD104.9/bbl for the year...

Read article ›
Global Rice Outlook: Thailand Focus

We continue to believe Thailand's rice production will recover in 2013/14 after 2012/13's disappointing crop, but we have revised down our estimate due to lower plantings in the off-season crop....

Read article ›
Global Wheat Outlook: Black Sea Focus

We believe the recent escalation of military tensions between Ukraine and Russia will leave wheat prices supported in the short term, as both countries are crucial in terms of supplying the seasonal...

Read article ›
Views Update: Bearish Gold

We have entered a bearish gold view into our commodities strategy table, targeting a move down towards US$1,200/oz over the coming months. This would represent a decline of 9.9% from current levels.

Read article ›
Global Wheat Outlook: EU Focus

We forecast overall wheat production in the 28 countries of the EU to stagnate at around 141.0mn tonnes in 2014/15, as farmers have continued to favour wheat over barley and corn because wheat prices...

Read article ›

Pages

Filter results

By Geography

By Sector

By Information Type