Weekly Insights Review



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China's Coal Imports From Russia Are Likely To Continue To Climb


Imports from Indonesia have remained the primary source of imports and Russia the second largest source


China's coal import data for May by origin has been released and shows imports from Indonesia have remained the primary source of imports and Russia the second largest source of imports.
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Weekly Comment: The Great Deflation Of 2023

 

Yet, we feel that markets might once again be missing the forest for the trees

 

Last week featured more volatility, with the world’s leading indices anchoring at bear-market levels in anticipation of new sharp rate hikes by the Fed.
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Crude Oil Plunges Amid Rising Recessionary Fears


Recession fears gripped commodity markets, with crude oil and metals suffering sharp losses


A stronger USD also weighed on investor sentiment.
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India’s Refiners Face Headwinds After Months Of Windfall Profits



India’s refiners have been riding the waves of soaring refining margins over the past months but the tides could be turning soon


Ιndia’s refiners have been enjoying windfall profits from sky-high domestic and export margins in recent months, further sweetened by access to discounted Russian crude.
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Metals Rebound As China Plans Further Stimulus Measures


Commodity markets rebounded 

 

Commodity markets rebounded as the focus returned to tightness in physical markets
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War In Ukraine Continues To Divide The World

 

Βoth India and China have been standing out from many other nations in continuing to work with Russia


India and China have been standing out from many other nations in continuing to work with Russia

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Tanker Tailor Soldier Sailor

It is often said that Posidonia gatherings are “family”.

 
“This has been by far the most successful Posidonia in the history of the event”.
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