COMMENTARY – How much spare oil capacity does Saudi Arabia really have?
Saudi Arabia has pledged to cover any supply gap that may emerge as Iranian oil goes offline, but how much spare capacity does it really have? The massive …
COMMENTARY – Global economic turmoil playing havoc with precious metals
The turbulence in global economic dynamics is playing havoc with precious metals, with gold continuing to be under pressure with prices once again …
COMMENTARY – Kerala floods to hit India’s coffee, spices and rubber output hard
The devastating floods in Kerala have brought the state’s economy to a standstill, with tens of thousands of farmers clueless about their future, as …
COMMENTARY – BHP’s economic and commodity outlook
Twelve months ago, in advance of our full year results for the 2017 financial year, an air of cautious optimism was beginning to permeate commodity markets. On …
COMMENTARY – The paradox of India’s infrastructure
Is a lack of physical infrastructure holding India back? Yes – and no. While the physical amount of key elements of infrastructure in India benchmark well …
COMMENTARY – The Modi government’s oil dilemma
The question most people are asking is that if currently crude oil prices are at $80 or so, then why are retail petrol and diesel prices higher today than in …
COMMENTARY – Growing scrap availability game changer for future of steelmaking
Last year around this time I wrote a blog arguing that growing scrap availability will potentially be a game changer for the future of steelmaking. In this …
COMMENTARY – India to look for new trade strategy as US-China tariff war continues
The escalation of Sino-US tariff war is likely to hurt India, forcing it to look for alternative markets as the trade growth globally may get adversely …
COMMENTARY – India’s calls for responsible pricing for oil and gas likely to fall on deaf ears
Energy-hungry India might want responsible pricing for crude and natural gas, but its pleas are likely to only fall on deaf ears as producing nations – …
COMMENTARY – Will the sacked US Secretary of State Rex Tillerson return to Exxon MobilCorp?
It isn’t clear where Rex Tillerson goes after being sacked as Secretary of State by U.S. President Donald Trump, but he has 180 million reasons to avoid the …