Commodities
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Henry Hub futures activity surges
Volume in Nymex’s benchmark Henry Hub natural gas contract exceeds 500,000 contracts for first time
Concerns over Egypt & inflation push oil derivatives trading volumes to record levels
Oil prices will continue to rise to triple-digit highs over 2011 on long-term Egypt risk premiums and continual unrelated underlying issues, say market experts
Brent-WTI spread broken: analyst
Brent-WTI spread causes concerns about oil benchmarks to resurface; Ice and Nymex defend use for futures contracts
Oil markets over-reacting to Egypt protests, say analysts
Declining global spare capacity is magnifiying the "fear premium" on oil, as a result of events in North Africa
Commodities
Special report
The controversy over position limits
Compromising positions
BarCap advises carbon market to use UK registries
Barclays Capital advises clients to stick to the UK in light of recent EUA thefts across European registries
Sunny outlook for Brazil energy
Sunny outlook for Brazil
Australia floods and weather forecast herald trouble for coal markets
Australian weather spells trouble for coal markets
Oil to reach over $150/bbl in 12-18 months
A prominent hedge fund manager says oil price will break through historic highs within the next 12-18 months
CNOOC and Chesapeake announce second shale deal
Chinese E&P company CNOOC has announced a $1.3 billion deal to purchase a 33.3% stake in some of US producer Chesapeake's shale assets
Uncertainties cloud CDM market
Looking beyond 2012
EUA theft could severely damage carbon market, say analysts
EUA theft damage should only be ‘reputational’
Energy Risk Commodity Rankings 2011: Metals
Golden rule
Energy Risk Commodity Rankings 2011: Commodities
And the winner is...
Operational risk to reduce Iraqi oil supply and exports
Iraq, one of the world’s largest locations with proven oil reserves, will not be able to hit governmental production targets due to the level of operational risk, say experts
Obama: 80% US power from clean sources by 2035
US President promises push for clean energy at expense of oil and singular focus on renewables
Credit Suisse global head of commodities leaves
Adam Knight, global head of commodities has left Credit Suisse, confirms source
GS: Opportunities from commodities emerging markets constraints
Goldman Sachs says investors should get exposure to crude oil, and put a $105 per barrel price target on it, as one of the supply-constrained commodities China most needs, David Walker reports.
Morgan Stanley bolsters China commodities business
Morgan Stanley has made a senior appointment in mainland China and received permission to trade agricultural products onshore in the country as part of the US investment bank’s efforts to grow its commodity business in the world’s second largest economy.
US oil spill report recommends risk management changes
Presidential commission suggests reforms to address oil sector risk management after BP Gulf of Mexico spill investigation
Societe Generale to acquire RBS Sempra gas and power assets
Société Générale agrees to buy North American power and natural gas assets from RBS Sempra Commodities
Hedge fund Dighton predicts five-year bull run for commodities
Emerging market equities subject to political uncertainty, while demand for commodities a certainty
Commodities remain an attractive asset for hedge funds
Mining the money