Author Archives: Dan Smith

Cygnet Commodity Market Update October 2021

Energy prices surge in Q3, but China concerns overshadow metal markets After a solid start [...]

Energy price spike triggers doubts about energy transition

Recent months have seen a surge in coal and natural gas prices, both key components [...]

Cygnet Commodity Market Update September 2021

Commodity Market Update September 2021: Commodity prices diverge, as China gets serious about tackling climate [...]

Cygnet Commodity Market Update August 2021

Commodity prices regain lost ground, despite weak signals from China After a brief wobble in [...]

Cygnet Commodity Market Update, July 2021

China wants lower commodity prices, but it faces a dilemma  Recent weeks have seen a [...]

Cygnet Commodity Market Update, June 2021

Commodity records tumble as OECD demand accelerates Commodity prices continued to climb in May, with [...]

Cygnet Commodity Market Update, May 2021

After a brief period of consolidation in March, bullishness decisively returned to the commodities complex [...]

Cygnet Commodity Market Update, April 2021

Blog: After a strong start to the year, commodity prices pulled back in March. Brent, [...]

The mirage of the commodities supercycle

Extended blog: Dan Smith examines the evidence of an emergent commodities Supercycle and finds it [...]

Cygnet Commodity Market Update, March 2021

Dan Smith's market update for March 2021 finds oil's fundamental position is weak but an [...]