Materials Risk Dynamic Hedge: OPEC deal or no deal, China’s accumulation problem

Chart of the week

2016-09-30_0512

Coal rally puts the breaks on asset sales in sector (Mining)

Changes in cocoa output map boost vulnerability to weather setbacks (Agrimoney)

How electric cars may end up supporting the next bull market in oil (Materials Risk)

First US shale gas arrives at Ineos plant in Scotland (BBC)

Oil firms expected to increase capital spending in 2017 (Fuel Fix)

Significant Upside In Gold ‘Less Likely’ – Nouriel Roubini (Kitco)

China’s accumulation problem: the coming scrap age (CRU)

China Auto Boom Is Warning to World Miners Facing Scrap Age (Bloomberg)

The lithium supply battle starts to heat up (Reuters)

Central banks boost gold reserves as low interest rates bite (Guardian)

Apple, Samsung hungry for lithium, but cobalt supply an issue (Sydney Morning Herald)

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