;

Discuss your challenges with our solutions experts

For details on how your data is used and stored, see our Privacy Notice.
Editorial

A return to optimism for mined commodities?

1 minute read

Has the commodities cycle bottomed out? The FTSE 350 Mining Index is up 40% from its 2016 average, but remains 35% lower than its peak in 2011. And with a strong dollar poised to stay that way, economic signs could point toward weaker commodity prices.

 

Mined commodities downturn

Julian Kettle shares his thoughts on whether it's time to be optimistic.

While oil has made a small but impactful recovery in the wake of OPEC discipline, further questions remain around strained balance books and Trump administration policies on tight oil and gas. However, interest in M&A and new project development has picked up and equity values are reflecting an overall recovery in commodity prices.

Will commodity price and global demand remain subdued, and will carbon-constraint policies restrict outputs? Will coal see a resurgence under President Trump, and will nickel price continue to swing as Indonesia and the Philippines push and pull the market?

Find out how our trusted, accurate and impartial commodities data, supported by a team of expert analysts ready to answer your questions, can help you navigate a market in flux. Whether you are investing, producing, trading or consulting, our integrated coverage of coal, iron, steel and base metals will extend your knowledge and streamline your decision-making with actionable analysis. 

Related content