The Commodity Fundamentals Report provides a deep analysis of the supply and demand dynamics for key commodities. Recent publications have focused on oil, gold, and copper.

Report frequency: Monthly (average 8-10 reports per year)

Recent Commodity Fundamentals Report publications:

  • Commodity Fundamentals Report No. 66, 19th August 2016: "Oil Global Fundamentals Still Off-Kilter"
  • Commodity Fundamentals Report No. 65, 25th April 2016: "Copper, China & Stylised Housing Cycles"
  • Commodity Fundamentals Report No. 64, 15th April 2016: "Oil: How much has China stockpiled?"
  • Commodity Fundamentals Report No. 63, 31st March 2016: "SELL Oil: Fundamentals & Technicals Align"
  • Commodity Fundamentals Report No. 62, 22nd January 2016: "Oil: How Much Will US Shale Be Squeezed?"
  • Commodity Fundamentals Report No. 61, 20th November 2015: "Oil: Lower Trading Range Expected in 2016"
  • Commodity Fundamentals Report No. 60, 28th August 2015: "Copper's Bear Market - Alive & Well"
  • Commodity Fundamentals Report No. 59, 10th July 2015: "Oil Update - Part II: Re-Test of the Lows Likely"