Brady Bulletins - Commodity Software Solutions

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Issue

#12

31 March 2008

Copper : Sub-Prime Crisis, What Crisis?

Copper?s first reaction to the emergence of the sub-prime crisis in late summer 2007 was a predictable one. The cash quote fell from $8,210/tonne on July 23 to a recent low of $6,273/tonne on December 18. The bull market in copper has been written off prematurely a number of times in recent years. This again proved to be the case

Copper : Sub-Prime Crisis, What Crisis?

Issue

#11

20 September 2007

Aluminium: Will Fundamentals Support Higher Prices?

LME inventories have shown little movement, with stocks remaining over 800,000 tonnes. We have not seen a duplication of the extreme tightness seen elsewhere

Aluminium: Will Fundamentals Support Higher Prices?

Issue

#10

1 March 2007

Copper: What lessons can be learned from 2006?

Is the concentrate market about to turn, and is emerging market demand growth at the expense of lower consumptions elsewhere?

Copper: What lessons can be learned from 2006?

Issue

1 January 2007

Aluminium: The laggard of the base metals sector

US demand weakens from key consuming sectors. Will this trend prevail in 2007, and will alumina price declines continue?

Aluminium: The laggard of the base metals sector

Issue

1 October 2006

Base Metals: putting the super cycle theory to test.

Brady believe that many aspects of super cycle theory are considerably different to what has previously happened, and that this has been reflected with base metal prices staying higher for longer.

Base Metals: putting the super cycle theory to test.

Issue

1 June 2006

The Chinese aluminium puzzle?

LME inventories have remained high during much of this cycle. However, this trend has not stopped prices on the LME performing strongly

The Chinese aluminium puzzle?

Issue

1 June 2006

Hedging and the Gold Market:Update

Update for the lBMA Precious Metals Conference, Montreux

Hedging and the Gold Market:Update

Issue

1 March 2006

There is still no consensus in the copper market.

Although it might be unrealistic to expect significant advances in copper prices from the levels of around %4,000/tonne in early March 2006.

There is still no consensus in the copper market.

Issue

1 October 2005

India - Will it be the next China?

The Indian economy is enjoying growth rates that are the envy of most developed economies, albeit at a lower rate than that enjoyed by China.

India - Will it be the next China?

Issue

4 August 2005

Power's crucial role in the aluminium sector

Issue

1 April 2005

Copper: Bull versus Bear.

A time to steer clear of consensus forecasts?

Copper: Bull versus Bear.

Issue

1 February 2005

Hedging and the Gold Market

A Brief History written for Dubai City of Gold Conference

Hedging and the Gold Market

Published quarterly and written in conjunction with GFMS Metals Consulting Limited, the Brady Bulletin examines general issues and themes facing the base and precious metals sector. Currently distributed to over 3000 individuals, the Brady Bulletin is a free publication to our clients as well as the global market-place. To receive future issues of this publication directly to your in-box, please register here.

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