Consulting analysts in tomorrow’s commodities and technologies

News

MACROECONOMICS: Germany Isn’t Floundering, Despite the Data

After Tuesday’s disappointing industrial output data, the German economy could be headed for a technical recession – two consecutive quarters of negative growth. “Technical,” however, is the operative word; the country isn’t really in trouble, at least not yet, and the worrying data are driven by a single regulatory change that has wreaked havoc on the domestic car industry.

View full story

PALLADIUM: Palladium Just Smashed Another Record

  • Date: 08-01-19
  • Category: PALLADIUM
  • Source: Bloomberg

Palladium’s premium to platinum jumped to a record, building on its ranking as the best-performing metal of 2018.

View full story

LITHIUM: Albemarle starts earthworks at WA lithium plant

  • Date: 08-01-19
  • Category: LITHIUM
  • Source: Mining Weekly

Albemarle has started earthworks at the Kemerton strategic industrial area, in Western Australia, after receiving all the required federal and state government environmental approvals for the planned Kemerton lithium hydroxide plant.

View full story

ELECTRONICS: BASF tech leaked to China by workers, authorities say

TAIPEI -- A Chinese company allegedly obtained chipmaking material secrets leaked by current and former employees of German chemical group BASF, a vital supplier to global semiconductor makers including Intel and Samsung Electronics, Taiwanese authorities said on Monday.

View full story

MACROECONOMICS: German Factory Orders Slip as Euro-Area Demand Deteriorates

German factory orders fell more than expected in November, though the numbers were distorted by airplane orders that masked signs of underlying momentum.

View full story

CHINA: Goldman Sounds the China Alarm and Cuts Metals Outlook

  • Date: 07-01-19
  • Category: CHINA
  • Source: Bloomberg

Goldman Sachs Group Inc. chopped back its near-term metals forecasts as China’s economy has “decelerated notably,” while balancing that outlook with a prediction mainland policy makers will respond by stoking expansion in the second half, aiding a revival in copper and aluminum.

View full story

EMISSIONS: UK new car fleet average CO2 rose for a second successive year -move away from diesels is having a significant impact

  • Date: 07-01-19
  • Category: EMISSIONS
  • Source: SMMT

The biggest volume decline was seen in the diesel sector, down -29.6% in 2018, with the volume loss equivalent to some 180% of the overall market’s decline. Anti-diesel rhetoric and negative fiscal measures took their toll, with December marking the 21st consecutive month of decline for the fuel type – despite new emissions tests showing diesels deliver in the real world. Growth in registrations of petrol (+8.7%) and alternatively fuelled vehicles (+20.9%) replaced some of the loss but not enoug

View full story

ENERGY: Norway plugs away at phasing out fossil fuels

  • Date: 07-01-19
  • Category: ENERGY
  • Source: Auto News

Almost a third of new cars sold in Norway last year were fully electric, a new world record as the country strives to end sales of fossil-fueled vehicles by 2025.

View full story