Regardless of which newspaper or journal you read, it seems to be one story after another about the relentless record commodity price highs often in the face of fundamentals that suggest the market should be going in the other direction. We feel tin may be one metal that has peaked and will be on its [...]
A friend and colleague of mine recently made a very interesting observation about global trading. She said to me, “Lisa, if you think of importing as a privilege, it will be a lot easier to deal with the nonsense that our government subjects companies to.” My friend’s comment seems very poignant particularly after reading this [...]
Those with long memories in the magnesium industry may recall the last major price rally magnesium went through back in 1994/5. That rally had been sparked by Dow Chemical’s unexpected announcement of the closure of their US facilities. The price peaked around $2.30/lb only to fall back to $0.60-0.80/lb in the following years. Consequently, new [...]
by Lisa Reisman on March 26, 2008
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Category: Commodities, Ferro Alloys, Ferrous Metals, Metal Prices, Non-ferrous Metals, Precious Metals
Keywords: Aluminum, Copper, Ferro Alloys, Ferrous Metals, Non-ferrous Metals, Precious Metals, Zinc
It is hard to believe that we are coming up on the close of the first quarter of 2008. What a quarter it has been! We thought it would be fun to review our predictions from the beginning of the year and grade ourselves. At the same time, we will chime in with what we [...]
The German manufacturing sector has been enduringly robust over the last 30 years. Even recently, a developed mature economy which still generates a lot of its GDP from manufacturing has proved extremely resilient in the face of persistently high European Central Bank interest rates and rising raw material costs. Much of this is down to [...]
What a difference a day makes, or so the song goes. In this case it has been a couple of months since our last Cobalt post on January 16. At that time, Cobalt had reached $40/lb. and was widely tipped to top $50/lb during the year ahead. Here we are just three months into the [...]
A few weeks ago we wrote about an anti-dumping petition for mattress innersprings brought by Leggett & Platt. Here is the five second overview: Leggett & Platt, along with these firms, Hickory, Sealy, Simmons, Spring Co., Symbol Mattress filed an anti-dumping petition alleging the US innerspring industry has been materially harmed by imports from China, [...]
by Lisa Reisman on March 20, 2008
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Category: Automotive, Ferrous Metals, Metal Fabricated Parts, Metal Prices, Non-ferrous Metals
Keywords: Aluminum, Copper, Ferrous Metals, Non-ferrous Metals, Palladium, Platinum
There has been an awful lot of coverage, both here and in more famous columns (you notice I didn’t say better just more famous) about commodity price increases. You can’t open a newspaper or turn on the TV without seeing yet another record high price for precious metals, or agricultural products, or steel. But we [...]
