Market Strategy - Global Commodities Strategy - NOV 2015
Americas October 2015 / Global / Industry
We maintain our view for commodities prices to bottom in 2015 and for agricultural commodities to outperform the complex over a multi-quarter horizon. After remaining weak over H115, agricultural...
Market Strategy - Global Commodities Strategy - SEPT 2015
Americas September 2015 / Global / Industry
With Brent crude trading in the USD40.0-50.0/bbl range, prices remain below the level justified by the fundamentals. In the midst of continued uncertainty over China and broader risk-off sentiment...
Global Industry Overview - Sand Miners On Solid Ground - OCT 2014
Americas October 2014 / Global / Industry
Sand miners are set to benefit from booming sand demand due to the expansion of the global construction sector, the shale gas revolution and the build-up of solar energy infrastructure globally.
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