A return to optimism for mined commodities?
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?
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