AboutCurrently concentrating on supply chains for construction materials - Steel, Copper, Aluminum, Concrete - primarily raw material flows (ore, LNG, precursors) with a focus on supply interruption and demand fluctuation - especially the role of commodity speculation.
Author Archives: Russell Murphy
Forrest suggested that capacity building in Australia may see supply outpace demand in the near term. via Forrest sees supply of iron ore outstripping demand | The Australian.
Today’s segment on CCTV’s Dialogue touched on the commercial viability of China’s west. One of the guests suggested that high speed rail was helping to level the playing field while another posited that high speed rail detracts from the development … Continue reading
FT.com / Commodities – Grain prices surge as inventories fall further.
“…The ministry aims to control losses from the outbreaks to less than five percent. Earlier, the wheat crop in China, the world’s largest consumer, has been hit by drought, although irrigation has helped improve soil moisture….” via China reports wider … Continue reading
Where is science going to take us in the next 50 years? How Is Argus™ II Designed To Produce Sight?.
“Unfortunately, the chart is profoundly misleading. Its use of different scales on the vertical axes and decision to show changes only since 2000 gives a grossly distorted view of co-movements in commodity prices and industrial output.” via FT Alphaville » … Continue reading
Anadarko Petroleum has considered seizing the foreign assets of Sonatrach to enforce judgment if the US group wins a $3bn claim against its Algerian partner over the country’s windfall tax on oil. The North African country introduced a tax on … Continue reading