Commodity Markets Update
Topics in the most recent issue of the BBH Commodity Markets Update include a look at how Chinese stainless steel producers used innovative technology to unleash new supply in the face of high nickel prices, an interview with BBH’s Core Select equity analyst Neel Panchal who provides insight into how the firm evaluates investment opportunities in the energy sector, and an investigation into the age-old question of whether speculators impact commodity price movements.
Articles from our Current Issue
A Letter to Our Readers
Issue 1 2014

The Cure for High Commodity Prices: Human Ingenuity
CMU co-editor Merit Webster reflects on how Chinese stainless steel producers found a cure for high nickel prices through production innovation - an analysis with relevance across all commodities.
Issue 1 2014

Drilling Down: an Equity Investor’s Perspective on the U.S. Shale Revolution
In the feature article, the CMU team interviews Neel Panchal, BBH’s Core Select energy equity analyst, who provides perspective on how our firm evaluates the investment opportunities associated with the energy sector.
Issue 1 2014

Speculative Claims against Speculative Traders
Brandon Jackson dives into the age-old question of the effect of speculators on the price of commodities through an analysis of the coffee market.
Issue 1 2014

Commodity Price Charts
Issue 1 2014

Previous Issues

Commodity Markets Update Fourth Quarter 2013

Topics in the most recent issue of the BBH Commodity Markets Update include an investigation into natural gas flaring in North Dakota, an insider's look at two periods of extreme volatility in the cotton market over the past five years, and an update on steel pricing trends in the U.S. and China.

Commodity Markets Update Second Quarter 2013

Topics in the most recent issue of the BBH Commodity Markets Update include the evolving transportation landscape for domestic crude oil, an interview with John Demuria - Managing Partner of Volcafe USA - discussing the risks and opportunities in the green coffee markets, and an update on the volatile cocoa markets.

Commodity Markets Update Fourth Quarter 2012

Topics in the most recent issue of the BBH Commodity Markets Update include the future of infrastructure and logistics investment, six reasons to be optimistic about the domestic economic outlook, and the most important changes in commodity finance over the past 25 years.

Commodity Markets Update October 2012

Topics in October's Issue of the BBH Commodity Markets Update include the causes behind corn's bullish decade, what the price of scrap copper tells you about the future, and anomalies in the gold/platinum ratio.

Commodity Markets Update Third Quarter 2012

Topics in the 3rd Quarter Issue of the BBH CMU include an interview with ethanol industry veteran Chad Martin of Eco-Energy, diverging prices of arabica and robusta coffee beans, geographic disparity in steel prices, and palladium's underperformance.

Commodity Markets Update Second Quarter 2012

Our Second Quarter issue touches on a diverse array of topics across the commodity markets including politics and cocoa in Ivory Coast, the shifting contours of the domestic geography for crude oil and myths about data published in the Commitment of Traders.

Commodity Markets Update December 2011

The feature articles include an exclusive interview with Michael R. Keller, CFA, who co-manages BBH Core Select and an in-depth analysis of the Chinese economy through the lens of demographics and what it could mean for global commodity consumption.

Commodity Markets Update October 2011

Our October issue includes analysis from Jared Keyes, Partner in charge of BBH's New York Banking practice, on the resurgence of the Brazilian economy and its effect on the country's flourishing coffee trade and summaries of the exogenous factors driving market prices for silver and copper.

Commodity Markets Update August 2011

This issue includes an interview with Marc Chandler, BBH's Global Head of Currency Strategy, to tease fact from fiction in the relationship between currencies and commodities and a discussion of the state of the steel markets and the growing use of steel futures as a risk management tool.

Commodity Markets Update June 2011

In this issue, John Demuria of Volcafe USA sits down with the CMU to talk coffee and we analyze the market for minor metals.