Date: 4 Oct 2011
Language: English
Format: PDF
Pages: 138
Table of Contents
Summary of commodity views 5
Macro outlook: tangled up in blue 11
Petroleum: Macro risks, bullish fundamentals 20
Natural gas 37
Steel: we expect a moderate pullback 45
Bulks 50
Base metals 65
Precious metals 93
PGMs 102
Mineral sands 109
Uranium: reacting to social pressures 115
Agriculture 120
Investment flow update 132
Technical analysis 133
Contributors 137
20111004_CS_commodity_forecasts_p138.pdf
(2.21 MB)
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