Kick-Starting a Russia-Free Energy Transition
Corporate Connect analyst Lawrence Grech takes looks at the havoc Russia’s invasion of the Ukraine has had on energy markets and how global reliance on the region can be reduced.
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The US’ Missing Barrels – Refined Exports at Risk
The US downstream petroleum industry has adjusted and mostly thrived in response to major structural changes. Can it now meet the new missing million-barrel refining gap?
Read MoreOil Markets – Sorry, I Forgot to Drill
While geo-political and supply chain issues have stoked some commodity price rises, Corporate Connect analyst Lawrence Grech believes something more fundamental is at play.
Read MoreLong Term, Gold Suits All; but What About Now?
To see if gold price trends are favorable now, Corporate Connect analyst Lawrence Grech turns to some more contemporary drivers of gold supply and demand.
Read MoreCan Vanadium Emulate Lithium’s Rise?
In this report, Corporate Connect analyst Lawrence Grech looks at how changing dynamics to the vanadium industry are making it a new critical ingredient for the global energy transition.
Read MoreGas Booms – We Still Need Transition Fuels
The world’s energy system is morphing into a higher renewables and efficiency phase with the back-up of transition fuels like natural gas. Analyst Lawrence Grech looks at what this means for the Oil and Gas sector.
Read MoreOil Up, Woodside Flat, Opportunity Knocks
The fundamental value of a Resource company can be assessed essentially by two things – the commodity price and everything else – like production, costs and discount rates.
Read MoreUS Oil Products Demand Tightens Crude Market
Analyst Lawrence Grech gives us an in-depth look at the current state of the oil and gas market from both a fundamental and technical perspective.
Read MoreCommodity Update: Battery Material Pricing
Corporate Connect analyst Lawrence Grech provides an update on the market in lithium and other battery materials, as well as what’s being done to address the current microchip shortage.
Read MoreCommodity Chart of the Week – Adapting To China’s Variable Thermal Coal Policy
Corporate Connect analyst Lawrence Grech presents the ShareCafe Chart of the Week. China’s coal industry policy will likely see periodic tightening and loosening of import controls. Just like cyclones, fires, and the odd-GFC – producers and investors just need to adapt to it.
Read MoreChart Of The Week – US Steel Price Recovery Heralds A New Commodity/Currency Phase
By monitoring and comparing steel prices in China and the US, Corporate Connect analyst Lawrence Grech has identified some key commodity and currency trends during this period of heightened uncertainty.
Read MoreChart Of The Week – Has America’s Oil Market Share Peaked?
Corporate Connect analyst Lawrence Grech presents the ShareCafe chart of the week. The last decade’s unchecked rise in the US market share of global oil and liquids may have come to an end.
Read MoreChart Of The Week – Is Thermal Coal Cheap Enough?
Corporate Connect analyst Lawrence Grech presents the ShareCafe chart of the week. With coal prices now cheap, coal producers hurting, and demand being kick-started – a new thermal coal price up-cycle appears to be drawing closer.
Read MoreChart Of The Week – Iron Ore’s Feast And Coking Coal’s Famine
Investors in ASX listed iron ore groups are cheering China’s stronger than expected rebound in steel making and Australia’s mines ability to supply record volumes when others have faltered. Iron ore prices have risen from the 23rd Mar 2020 low by 53% to US$124/t. Why then has premium Hard Coking Coal has fallen around 32% to US$108/t in the same period?
Read MoreChart Of The Week – Has The Oil Price Recovered Enough For Now?
Corporate Connect analyst Lawrence Grech presents the ShareCafe chart of the week. Magnified across the world, inventory liquidation can continue to dampen oil price upside until stronger demand arises, consolidating oil prices for at least a time.
Read MoreChart Of The Week – LNG Benefits From US Gas Supply Response
Corporate Connect analyst Lawrence Grech presents the ShareCafe chart of the week. The global LNG market needs significant demand growth to digest the added supply. Major price rises will likely take time, however current LNG margins above US feedstock prices appear unsustainably low.
Read MoreAre Australian Resource Stocks Expensive Relative To Commodities?
Corporate Connect analyst Lawrence Grech presents the ShareCafe chart of the week. While price momentum in Resource stocks has been powerful and could continue, there appears to be a rising chance of market consolidation or pullback.
Read MoreFederal Reserve’s Balance Sheet – A Gold Price Driver To Watch
When the real economy’s money demand remains tepid, more of that money stays within financial markets and perhaps to gold. The 80%+ rise YoY in the Fed’s balance sheet has arguably aided Gold’s stellar rise.
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