7 episodes

Weekly overview of the goings-on in global metals markets.

Marex Metals Minutes Marex

    • Business

Weekly overview of the goings-on in global metals markets.

    Metal Minutes 18 November 2021

    Metal Minutes 18 November 2021

    In this week's Metal Minutes, Anna Stablum and Dr Guy Wolf, Marex Global Head of Market Analytics, take more of a quant approach to current metals markets, discussing Marex's spec positioning and risk indices data.  Guy is cautiously optimistic current markets, describing the risk reward as "ok" with "more upside opportunity than downside." Anna also takes a look at the week ahead. 

    • 18 min
    Metal Minutes 4 November 2021

    Metal Minutes 4 November 2021

    In this week's Metals Minutes, Anna Stablum flies solo. Markets have been less volatile, but aluminium continues to be in focus as the Chinese government intervenes in the thermal coal markets to curb energy prices. 

    • 9 min
    Metal Minutes 28 October 2021

    Metal Minutes 28 October 2021

    In this week's Metal Minutes, Anna Stablum is joined by Marcel Dietsch, Marex's Head of Quantamental Analytics to discuss yet another busy week in global metal markets, with a particular look at ali positioning and energy prices.  Marcel also discusses his most recent research, 'Wheels up for Copper, hitting the inelastic part of the supply curve' and 'Wall of money has yet to hit Metals'. 

    • 19 min
    Metal Minutes 21 October 2021

    Metal Minutes 21 October 2021

    In this edition of Metal Minutes, Marex's Anna Stablum and Cape Noir's Piers Montgomery discuss what has been an extraordinary time in the metals markets. There has been panic buying in copper, short covering, rocketing trading volumes, physical tightness, shortage of scrap and market surprises. So much to talk about, in only a short time...  

    • 16 min
    Metal Minutes 30 September 2021

    Metal Minutes 30 September 2021

    In this fascinating podcast, Marex's Anna Stablum and Marcel Dietsch, Head of Quantamental Analytics, discuss the impact of higher energy costs on metal markets, ESG and decarbonisation, and Marcel's latest Nowcast research on stagflation, with readings  for Q3 at high levels, which he describes as a "bad economic cocktail..." 

    • 16 min
    Metal Minutes 23 September 2021

    Metal Minutes 23 September 2021

    In this week's podcast, Marex's Anna Stablum and Cape Noir's Piers Montgomery discuss what has been a busy week in metals, with China back from holiday, Evergrande reverberations, sharp price moves, power concerns and much more.  Anna goes as far as quoting Game of Thrones that 'Winter is Coming!'  Piers also discusses the latest Savant data, which analyses copper and nickel smelting data, in particular nickel supply. 

    • 12 min

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