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 [...]
Oct
Energy price spike triggers doubts about energy transition
Recent months have seen a surge in coal and natural gas prices, both key components [...]
Sep
Cygnet Commodity Market Update September 2021
Commodity Market Update September 2021: Commodity prices diverge, as China gets serious about tackling climate [...]
Aug
Cygnet Commodity Market Update August 2021
Commodity prices regain lost ground, despite weak signals from China After a brief wobble in [...]
Aug
Cygnet Commodity Market Update, July 2021
China wants lower commodity prices, but it faces a dilemma Recent weeks have seen a [...]
Jul
Cygnet Commodity Market Update, June 2021
Commodity records tumble as OECD demand accelerates Commodity prices continued to climb in May, with [...]
Jun
Cygnet Commodity Market Update, May 2021
After a brief period of consolidation in March, bullishness decisively returned to the commodities complex [...]
May
Cygnet Commodity Market Update, April 2021
Blog: After a strong start to the year, commodity prices pulled back in March. Brent, [...]
Apr
The mirage of the commodities supercycle
Extended blog: Dan Smith examines the evidence of an emergent commodities Supercycle and finds it [...]
Mar
Cygnet Commodity Market Update, March 2021
Dan Smith's market update for March 2021 finds oil's fundamental position is weak but an [...]
Mar