Precious and Base Metals

Metals Strategy: Copper: How to think about Demand vs Supply risks

March 19, 2020

The crippling virus spread and the sudden economic stops its triggered around the world has ushered in a range of required responses - from policymakers resorting to unprecedented monetary & fiscal stimulus efforts (to ensure financial markets don’t seize up), to airlines cutting capacity (in response to the overnight demand shock) to metal production closures (to protect employees and help flatten the curve in those affect ed countries). OPEC+ remains the outlier, in which their supply ‘response’ perversely is one of market share, at a time when demand is fragile and falling.  Download full report

 

View Precious and Base Metals reports

 

*Commodities Strategists are not research analysts, and this report was not reviewed by the Research Departments of Scotiabank, nor prepared in accordance with legal requirements designed to promote the independence of investment research. Commodities Strategist publications are not research reports and should be considered for regulatory purposes as marketing communications. The views expressed by Commodities Strategists in this and other reports may differ from the views expressed by other departments, including the Research Department, of Scotiabank*

Precious and Base Metals

Metals Strategy: Macro Update & Floors

March 17, 2020

View Content Metals Strategy: Macro Update & Floors

Precious and Base Metals

Metals Strategy: Risk & liquidity quarantined

March 14, 2020

View Content Metals Strategy: Risk & liquidity quarantined

Precious and Base Metals

Commodities pricing in an L-shaped recovery

March 9, 2020

View Content Commodities pricing in an L-shaped recovery