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Commodities Focus

As seen in: Smartkarma
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Articles by Commodities Focus

Daily Brief Energy/Materials: Peak Rare Earths, Crude Oil, Gold, Iron Ore, JTEKT India, SGX Rubber Future TSR20 and more

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By David Blennerhassett, Commodities Focus, Nico Rosti, Umang Agrawal
| Smartkarma
In today’s briefing: Peak Rare Earths (PEK AU): Shenghe Bumps And Declares Terms Final Navigating the shifting tides of Asia’s gasoline market GOLD Outlook: Still a Good Time to BUY? Or Too Late? [IO Technicals 2025/36] Overextended Rally Faces Reality Check Business Breakdown: JTEKT India – Can Maruti EV Accelerate a Structural Rerating?
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Daily Brief Macro: US Tariffs: No Fooling! and more

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By Alastair Newton, Commodities Focus, Gaudenz Schneider, William Mann
| Smartkarma
In today’s briefing: US Tariffs: No Fooling! Global copper markets navigate trade flow shifts and smelting challenges Market Movers: Key Dates at a Glance (31 March- 6 April) Tariffs, Tapering, and Tectonic Shifts: Markets Brace for April | The New Barbarians #013 China Property: 2025 “Draw The Line” Forecasts for New Home Sales – Results Chinese Consumers Are More Confident and Willing to Spend, Survey Shows Norway: Rates Held At 4.5% (Consensus 4.5%) in Mar-25 CX Daily: U.S. Targets Chinese...
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Daily Brief Energy/Materials: Hanwha Corporation, Copper, Gold Fields Ltd, Antero Midstream Corp, Omai Gold Mines, Wildcat Petroleum PLC, Seadrill Ltd, SGX Rubber Future TSR20, United States Steel, Dynacor Group and more | Smartkarma

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By Sanghyun Park, Commodities Focus, Baptista Research, Vinod Nedumudy
| Smartkarma
In today’s briefing: The Hidden Play in Hanwha’s Noisy Stake Reshuffling: Hanwha Corp’s Rights Issue Global copper markets navigate trade flow shifts and smelting challenges What the hell is going on with Bellevue?
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By Commodities Focus, William Keating, Mark Chadwick, Eric Wen
| Smartkarma
In today’s briefing: Understanding the cattle cycle, why US beef prices are at record highs and the role of Australia … Semi WFE Revenues Increase ~7% YoY In 2024. 2025 Looks Much The Same. So, Where’s The AI Effect?
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Daily Brief United States: Crude Oil, Jack Henry & Associates, HMH Holding, Copper Property CTL Pass Through Trust, Qualcomm Inc, Shell , Olin Corp, Allakos Inc, TuHURA Biosciences and more | Smartkarma

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By Commodities Focus, IPO Boutique, Nicolas Baratte, Dalius Tauraitis
| Smartkarma
In today’s briefing: Why Big Oil is resisting Trump’s call to ‘drill, baby, drill’ India Energy Week to seek answers on demand trajectory, oil diplomacy and upstream push Jack Henry: VMS King – [Business Breakdowns, EP.205] HMH Holding Inc.
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Daily Brief Macro: Why Big Oil is resisting Trump’s call to ‘drill and more

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By Commodities Focus, William Mann, Robert Ciemniak, Alex Ng
| Smartkarma
In today’s briefing: Why Big Oil is resisting Trump’s call to ‘drill, baby, drill’ India Energy Week to seek answers on demand trajectory, oil diplomacy and upstream push The Tariff Effect: Economic Uncertainty Unpacked | The New Barbarians #006 China Housing: Progress On The “Whitelist” Project Financing Approvals Large U.S. Trade Deficit and Canada’s Balance Moving into Surplus CX Daily: China’s Rock Bottom Drug Prices Spark Quality Concerns MJO To Induce Rains, But Dry Conditions Likely To...
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Daily Brief United States: Natural Gas, Infinity Natural Resources, Maze Therapeutics, Sailpoint Technologies Holdings, Metsera, Halliburton Co, Chevron Corp, Global Indemnity Group LLC, Alarm.Com Holdings and more | Smartkarma

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By Commodities Focus, IPO Boutique, Andrei Zakharov, Suhas Reddy
| Smartkarma
In today’s briefing: Emergency or policy? Unpacking Trump’s take on US energy and metals Infinity Natural Resources (INR): Sector Sentiment Sours, Exercise Caution on IPO Maze Therapeutics Inc.
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Daily Brief Macro: Emergency or policy? Unpacking Trump’s take on US energy and metals and more

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By Commodities Focus, Ulrik Simmelholt, Manishi Raychaudhuri, Prasenjit Basu
| Smartkarma
In today’s briefing: Emergency or policy? Unpacking Trump’s take on US energy and metals The Drill: The commoditization of AI is here Asian Equities: Markets Recovering Selectively, but Keep the Seatbelts Tightened Singapore: Early to Ease Amid Receding Inflation, Helped by Productivity Rebound China’s Risk Aversion Hurdle Sweden: 25bp Rate Cut to 2.25% (Consensus 2.25%) in Jan-25 Canada: 25bp Rate Cut To 3.0% (Consensus 3.0%) in Jan-25 UK: Political Policy Spectacle Emergency or policy?
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Weekly Top Ten Macro and Cross Asset Strategy - Sep 29, 2024

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By Marlon Marcos, Douglas Kim, Rikki Malik, Commodities Focus
| Smartkarma
1. Korea Value Up Index – Surprising Inclusions and Exclusions There are some major surprises (both inclusions and exclusions) in the Korea Value Up index. In particular, the telecom sector (SK Telecom and KT) and large cap holding companies (Samsung C&T and LG Corp) are surprising exclusions in the index. There are many surprising inclusions in the Korea Value Up Index. We provide 30 companies are surprising inclusions in the Korea Value Up Index (19 KOSDAQ and 11 KOSPI listed). 2.
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