Philippines Key Analysis

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Global Commodities Strategy

A decisive push above USD19,000/tonne by nickel prices illustrates renewed impetus for H114 rally and USD22,000/tonne looks attainable in the coming weeks. We continue to forecast weakness in H214 as...

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Valemax Strategy Further Imperilled

We expect further complications for Vale's strategy of increasing its Chinese iron ore market share after China's Transport Ministry reaffirmed a long-standing ban on Valemax ships berthing at...

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