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  • Article / Monday at 7:05 GMT

    COT: Strong buying of WTI offset agri reductions while gold cut again

    Ole Hansen Ole Hansen
    Head of Commodity Strategy / Saxo Bank
    Denmark
    COT: Strong buying of WTI offset agri reductions while gold cut again Read the article
  • Squawk / 31 March 2014 at 13:32 GMT
    Ole Hansen Ole Hansen
    Head of Commodity Strategy / Saxo Bank
    Denmark
    Platinum has just like the other precious metals including Palladium been exposed to a week of investor long liquidation. The fundamental story in platinum remains supportive and intact and we have seen an attempt over the past couple of days to establish support around USD 1400/oz. The investor appetite for both PL and PA remains, as recent ETP data confirms, but we often find these periods of long liquidation caused by too much selling hitting relative small markets. The strike in South Africa is now on track to result in a bigger production loss than the one in 2012 (WSJ) and it carries the risk of leaving global market supplies tight considering SA produces 80% of global platinum output. There are talks in the market that supplies are running low and that industrial consumers are beginning to get worried about supplies. So in this scenario only a speedy end to the strike may result in some additional long liquidation.
    Read the Squawk
  • Article / 31 March 2014 at 10:10 GMT

    ETP holdings in gold, silver track price lower

    Ole Hansen Ole Hansen
    Head of Commodity Strategy / Saxo Bank
    Denmark
    Investors cut their holdings in Exchange Traded Products backed by physical gold and silver last week as the price of both metals continued to correct lower. Reduced safe haven demand and the hawkish tone from the FOMC are two of the main drivers
    Read the article
    31 March
    rhodium rhodium
    Reasons behind Pd ( Palladium) rise are
    1. Short supply from Russia
    2. Events between US-EU & Russia
    3. Pd is substituting Rh on its use

    Pd eyes 1000 $...
    09 April
    Dmitry Demidenko Dmitry Demidenko
    Оле, к сожалению в связи с переходом на новое оформление сайта, я теперь не знаю, где искать ваши материалы по статистике ETF-фондов:)
  • Squawk / 18 March 2014 at 14:15 GMT
    Ole Hansen Ole Hansen
    Head of Commodity Strategy / Saxo Bank
    Denmark
    Silver is not having a good day as it once again has moved towards testing support around USD 20.60/oz. Safe haven positions are still being unwound as the attention turns to Wednesdays FOMC meeting. This is creating some pressure on the price of both precious metals and palladium.
    Read the Squawk
  • 21 March
    Dmitry Demidenko Dmitry Demidenko
    Спасибо, Оле! Ваши материалы как всегда очень полезны.
    21 March
    Ole Hansen Ole Hansen
    Спасибо за коментарий
  • Article / 12 March 2014 at 12:30 GMT

    China jitters for energy and industrial metals

    Ole Hansen Ole Hansen
    Head of Commodity Strategy / Saxo Bank
    Denmark
    Industrial metals have been much weaker since last Friday as worries about China's ability to maintain its role as a driver for increased demand has been called into question. Crude oil is lower as speculative longs exits amid a gloomy outlook.
    Read the article
  • Squawk / 05 March 2014 at 16:10 GMT
    Ole Hansen Ole Hansen
    Head of Commodity Strategy / Saxo Bank
    Denmark
    A mixed day for commodities with coffee, sugar and the PGM's on top while the energy sector is at the bottom after seeing some additional profit taking following the weekly inventory report.
    Read the Squawk
  • Trade view / 05 March 2014 at 15:45 GMT
    Short term

    Platinum on the rise

    Andreas Clenow Andreas Clenow
    Principal / ACIES Asset Management
    Switzerland
    The platinum price just went into bullish trend and took off in a big way today. It's likely we're seeing the buying pressure from trend followers who are starting to enter the long side.
    Read the Trade View