Ewa Manthey's Comment & Analysis
A complete archive of Ewa Manthey's articles, including current analysis & comment - Page 4
The Federal Reserve lowered rates by 25bp as expected but trimmed its rate cut expectations for 2025, and this has weighed on the commodities complex. Meanwhile, a somewhat soft weekly oil inventory...
The oil market has steadied after falling for two consecutive sessions as the latest inventory numbers from the American Petroleum Institute (API) remain largely supportive. Natural gas rallied after...
European gas prices came under further pressure as ongoing discussions on Russian gas flows via Ukraine, stronger LNG imports and milder weather forecasts eased any immediate supply concerns. Other...
Crude oil is trading with marginal losses this morning after settling higher at the end of last week. Concerns over waning demand in China have largely overshadowed the threats of tighter US and...
Gold has had a record-breaking rally this year, supported by the Fed’s easing cycle, central bank purchases and safe-haven demand amid heightened geopolitical and economic risks. We believe the...
As expected, Israel and Hezbollah announced a 60-day ceasefire agreement and plans to discuss a longer-lasting peace agreement. The oil market is assessing the new dynamics and how it impacts the...
Copper and other base metals slipped on Tuesday morning amid the strengthening dollar after Trump vowed additional tariffs
Metals – Trump Vows More Tariffs
US President-elect Donald Trump said in a...
Expectations of colder weather in the US and an early start to the withdrawal season have seen US natural gas starting the week on a strong note. Meanwhile, the escalation in Russia-Ukraine tensions...
Oil prices increased yesterday due to supply outages and a weaker US Dollar. Meanwhile, despite Gazprom halting supply to OMV, Russian pipeline gas continues to flow into Europe as usual
Energy –...
China’s finance ministry announced last week that it would end its export tax rebate policy for Aluminium, starting 1 December. LME aluminium prices surged as much as 8.5% on Friday following the...