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Peter Sainsbury

Joined: Jun 25, 2012
  • Analysis & Comment

Peter Sainsbury's Comment & Analysis
A complete archive of Peter Sainsbury's articles, including current analysis & comment.

Amidst the furore sparked by high coal and gas prices it was easy to overlook another ‘energy’ related market that has also seen prices hit record levels. Lithium carbonate prices reached...
In early May I highlighted some of the potential China related risks facing commodity investors. One of the stories that was not on many investors radar was the Winter Olympics – due to be held in...
As natural gas prices increase across the globe ahead of winter its worth looking at which industries are most reliant on natural gas, and which have the flexibility to switch to alternatives. The...
The consequences for economic activity from a change in the price of natural gas will depend on its cause. If the price of natural gas is driven higher by an increase in demand, then the economy is...
The semiconductor chip shortage of 2021 perfectly demonstrates the degree to which global supply chains are interconnected, and the problems that can arise when a production chokepoint ruptures....
Commodities derive a significant part of their value from network effects. For example, the value of oil is, at least in part, derived from the transportation and refining network that serves it (the...
As the US ascent to global supremacy in the 20th century was inseparable from oil, global powers are now vying to control the key energy technologies of the future: renewable energy, batteries,...
The seaborne trade in dry bulk commodities provides a strong indication of the changing dynamics in global commodity demand. The import of dry bulk commodities (iron ore, coal, grains and minor bulks...
“Forecasts usually tell us more of the forecaster than the future.” – Warren Buffet Commodity market forecasters, like others who offer their views on the outlook for other financial markets are...
Amid the stratospheric rise, and fall of the Lumber market, a surge in the price of corn and other grains, multi-year high energy prices and sharply higher industrial metal prices one of the few...