🐂 Not all bull runs are created equal. November’s AI picks include 5 stocks up +20% eachUnlock Stocks

Commodities: 5 Themes For 2014‏

Published 01/17/2014, 10:57 AM
Updated 05/14/2017, 06:45 AM

We present Commodity Trends 2014, which includes five themes to drive the markets this year:

Theme 1: geopolitical risks abating
Geopolitical risks are abating as momentum is growing in the negotiations over Iran's nuclear programme. The geopolitical premium could decline further in 2014.

Theme 2: oil glut could be in the offing
The North American oil boom continues to be the centre of surging global oil production and the world risks facing an oil glut this year.

Theme 3: recovery in investment good news for base metals
There is still potential left for 2014 in US housing construction and businesses in Europe get ready to invest again. This is good news for demand for base metals.

Theme 4: mounting grain supplies
Corn supplies are on track for the largest increase since 1994 as global grain supplies are mounting and outpacing demand growth. The grains market balance is set to shift up.

Theme 5: backwardation returns
Backwardation could become more entrenched in commodity markets in general in 2014.

To Read the Entire Report Please Click on the pdf File Below.

Latest comments

Loading next article…
Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers.
© 2007-2024 - Fusion Media Limited. All Rights Reserved.