7 Quotes by Jon Bergtheil
- Author Jon Bergtheil
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The real demand source is China, rather than Europe, but the country is rapidly alleviating its raw materials input problems.
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- Author Jon Bergtheil
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Mine supply in zinc remains very constrained. Zinc is the one metal that deserves a re-rating based on physical demand and supply characteristics alone.
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- Author Jon Bergtheil
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People are positive on the demand side of these metals as the global economy grows. Falling inventories also help.
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- Author Jon Bergtheil
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Oil has been a key driver because it's a big part of the commodity baskets like Goldman Sachs index. Oil is making these baskets perform, which is making people buy the baskets.
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- Author Jon Bergtheil
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Dollar weakness in the past three days has indeed been a key driver of the copper price rise.
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- Author Jon Bergtheil
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Exits from the baskets could have a disproportionately larger impact on the less-liquid metal markets.
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- Author Jon Bergtheil
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The economic background to metals is therefore supportive, but metals also have the additional price driver of extensive activity by investment funds. Ongoing investment into commodities by broad-based global funds remains very strong.
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