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 [...]

Spike in energy prices raises doubts about energy transition

Recent months have seen a surge in coal and natural gas prices, both key components [...]

Swann Commodity Market Update, September 2021

Commodity prices diverge as China gets serious about tackling climate change

Swann Commodity Market Update, August 2021

Commodity prices regain lost ground, despite weak signals from China, but Iron Ore prices tumble.

Swann Commodity Market Update, July 2021

While oil and iron ore continue to rally, there were falls in copper, gold and [...]

Swann Commodity Market Update, June 2021

Commodity records tumble as OECD demand accelerates Commodity prices continued to climb in May, with [...]

Swann Commodity Market Update, May 2021

After a brief period of consolidation in March, bullishness decisively returned to the commodities complex [...]

Swann Commodity Market Update, April 2021

After a strong start to the year, commodity prices pulled back in March. Aluminium and [...]

The mirage of the commodities supercycle

Extended blog: Dan Smith examines the evidence of an emergent commodities Supercycle and finds it [...]

Swann Commodity Market Update, March 2021

Dan Smith's market update for March 2021 finds oil's fundamental position is weak but an [...]