Author Archives: Dan Smith
Swann Commodity Market Update October 2021
Energy prices surge in Q3, but China concerns overshadow metal mark, reports Dan Smith in [...]
Oct
Spike in energy prices raises doubts about energy transition
Recent months have seen a surge in coal and natural gas prices, both key components [...]
Sep
Swann Commodity Market Update, September 2021
Commodity prices diverge as China gets serious about tackling climate change
Aug
Swann Commodity Market Update, August 2021
Commodity prices regain lost ground, despite weak signals from China, but Iron Ore prices tumble.
Aug
Swann Commodity Market Update, July 2021
While oil and iron ore continue to rally, there were falls in copper, gold and [...]
Jul
Swann Commodity Market Update, June 2021
Commodity records tumble as OECD demand accelerates Commodity prices continued to climb in May, with [...]
Jun
Swann Commodity Market Update, May 2021
After a brief period of consolidation in March, bullishness decisively returned to the commodities complex [...]
May
Swann Commodity Market Update, April 2021
After a strong start to the year, commodity prices pulled back in March. Aluminium and [...]
Apr
The mirage of the commodities supercycle
Extended blog: Dan Smith examines the evidence of an emergent commodities Supercycle and finds it [...]
Mar
Swann Commodity Market Update, March 2021
Dan Smith's market update for March 2021 finds oil's fundamental position is weak but an [...]
Mar