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19 June 2009
Our outlook for copper, when allowances are made for further strategic purchases by the SRB, puts copper prices in new record high territory by 2012.
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18 June 2009
Although a recent flurry of supply disruptions have hit the headlines recently, possibly helping to buoy sentiment and attract speculative buyers, in our view they have not changed the supply-demand outlook.
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18 June 2009
MBR has compiled a list of 12 indicators which we believe are important enough to point in the direction of an easing in the recession.
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16 June 2009
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16 June 2009
Aluminium prices have stayed high due to strong Chinese demand tightness physical tightness, but we think prices are likely to retrace.
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16 June 2009
The fundamental picture is looking more mixed, and support for further price gains in the short term is not assured.
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16 June 2009
Recent supply cuts, low stocks, a robust Chinese auto market and the approach of the summer battery season are all supportive to lead.
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16 June 2009
Nickel is looking prone to a downward price correction in the short term.
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16 June 2009
Tin prices have risen again, but lack a tighter fundamental backdrop, so we remain wary.
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16 June 2009
The fundamentals are looking weaker, at least over a short-term view, and the next move for price may be to consolidate at lower levels
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16 June 2009
Demand indicators for the base metals market