Commodities Key Analysis

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Oil Break Out: All Eyes On Iraq

We anticipate additional gains for Brent crude prices in the coming weeks. The advance of ISIS across major Iraqi cities is pushing Brent prices higher as the geopolitical risk premium is getting...

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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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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....

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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...

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