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Iron Ore Report
Seaborne Demand Forecaster
The commodity supercycle spawned a massive increase in mining projects.
Many of these projects have still to be built. The danger is that the supercycle is over and that some of the new mining projects become white elephants?
Coal Report
Seaborne Demand Forecaster
The commodity supercycle spawned a massive increase in mining projects.
Many of these projects have still to be built. The danger is that the supercycle is over and that some of the new mining projects become white elephants?
Oil Report
Crude Oil Products
The crude oil product good news story may have been oversold
This report looks at whether there is still potential in this much hyped sector.
Latest News
Petron to close Bataan oil refinery due to a difficult environment
Petron the Philippines sole refiner, is to shut down its 180kbd (9Mnta) Bataan refinery amid a difficult environment brought about by the coronavirus pandemic...
Latest Analysis
Pecos refinery project to go ahead
MMEX Resources plans to implement the Pecos refinery project in three 10kbd (0.5Mnta). crude oil distillation units, to be built in three phases. Phase 1, now...