🐂 Not all bull runs are created equal. November’s AI picks include 5 stocks up +20% eachUnlock Stocks

Oil, metals post stellar 2016 gains on output cuts, demand hopes

Published 30/12/2016, 06:34
© Reuters. A worker walks past oil pipes at a refinery in Wuhan
HG
-
LCO
-
CL
-

By Naveen Thukral and Mark Tay

SINGAPORE (Reuters) - Crude oil, rubber and metals were set to end 2016 on Friday with strong gains, bouncing back from several years of losses on the back of output cuts and expectations of firmer demand.

Benchmark zinc, steel rebar and rubber have all rallied around 60 percent this year, while Brent crude has climbed more than 50 percent.

Crude oil output cuts announced by OPEC, stronger-than-expected demand in top commodities market China and expectations of higher infrastructure spending in the United States after the victory of Republican candidate Donald Trump all boosted prices.

Looking forward, oil prices should gradually rise towards $60 a barrel by end-2017, a Reuters survey found, but gains will be capped by a strong dollar, more U.S. oil exports and the possibility that some OPEC members won't meet their agreed cuts.

"Accelerating non-OPEC (production) declines and OPEC's decision to cut were key to the price rise in 2016," Energy Aspects analyst Nevyn Nah said, while robust demand growth also helped support prices.

"But the rebalancing process is still in its infancy and speculators want to position for that," he added.

Benchmark TOCOM rubber futures were on track for their biggest gain since 2009, mainly driven higher by the rally in crude oil and fund buying.

In the base metals market, copper remains on course for a gain of about 17 percent - the first annual rise since 2012.

Prices for steel rebar, used in construction, have soared more than 60 percent this year on better-than-expected spending on building and infrastructure and soaring costs for coking coal due to government-enforced coal mine closures.

"I expect the steel price rally to continue in the first half of 2017 when stock pilling will be at a final phase and infrastructure construction programmes will start," said Zhou Guangyan, steel analyst at Zhongcai Futures.

However, demand was likely to wane in the second half, with inventory at a new peak and the market feeling the effects of real estate regulations and potentially tighter monetary policy in China, he added.

Zinc, which is used in steel production, climbed to a nine-year peak last month with support from a series of mine closures that have tightened ore supply, fuelling a speculative rally.

For precious metals, gold is up more than nine percent this year, snapping three years of losses as the market was lifted by a demand surge during periods of economic and political uncertainty.

However, gold's outlook for 2017 is bearish as the outlook for a rising U.S. dollar and higher interest rates, combined with strong equity markets, will dampen demand for non-interest-paying bullion.

Agricultural markets were some of the worst performers in 2016, with Chicago wheat poised to post an annual losses of more than 13 percent due to all-time high global production.

Cocoa has given up almost 33 percent in its worst year since 1999 as the prospect of a global surplus kept the market on the defensive.

© Reuters. A worker walks past oil pipes at a refinery in Wuhan

Palm oil and soybeans were exceptions though. Palm oil has added almost a quarter to its value after dry weather curbed output while beans are up 17 percent.

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers.
© 2007-2024 - Fusion Media Limited. All Rights Reserved.