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Oil & Gas: Slashing Oil Outlook, Downgrading E&Ps

Sector Analysis: 26 Nov 2018, 4:48 AM ET - We believe the recent 33% drop in oil prices is likely to be just the first leg of a deeper decline.  We are reducing our 2019 oil price view and recalibrating our IG and HY E&P investment recommendations to a more defensive position.

Euro IG Sector Snapshots: October 2018

Sector Analysis: 22 Oct 2018, 9:31 PM ET - Our updated one page snapshots of the Euro IG sectors.

Italy Assessing the Risks: Part 2 - Non-Financials

Sector Analysis: 31 May 2018, 10:24 PM ET - In the second part of our series on the impact of Italian political uncertainty on the country's investment grade and high yield credits we take a look at non-financial corporates.

Brazil Truckers' Strike: Basic Industries View

Sector Analysis: 31 May 2018, 5:08 AM ET - We take a look at the Brazilian truckers' strike which has crippled the local economy over the last 1.5 weeks and assess the potential impact on the Metals & Mining and Paper & Packaging sectors. 

BHP: F3Q18 Production Results, IO Disappoints

Worth Watching: 19 Apr 2018, 11:36 PM ET - BHP (A3/A) posted mixed F3Q18 production results for the quarter that ended on March 31, 2018. WAIO iron ore production of 67 Mt on 100% basis came in below analyst estimates of 69 Mt. Iron ore production was up 8% YoY due to record production at ..

Basic Industries: 1Q18 In Review and a Look Ahead

Sector Analysis: 17 Apr 2018, 4:12 AM ET - We review the performance of the Basic Industries sector  YTD, comparing themes in our outlook with actual developments. We also talk about unexpected developments, and what we think will shape the balance of the year. 

US Strategy: Tariffs as Repricing Event?

Strategy Analysis: 01 Mar 2018, 9:40 PM ET - The market has been building in very low odds of a trade war event, a NAFTA withdrawal, or a significant escalation of tit-for-tat trade retaliations on a broader scale.  The odds-makers just got a fresh load of input.

Metals: Electric Vehicle Revolution

Sector Analysis: 29 Jan 2018, 2:49 PM ET - We discuss the EV market and more specifically EV batteries, supply/demand profiles of the commodities that are found within an EV battery, and our coverage companies that could stand to benefit and lose from the EV revolution. 

Chemicals 2018 Outlook (Part 5): Chlor-Alkali

Sector Outlook: 25 Jan 2018, 10:35 PM ET - With investment in chlor-alkali capacity effectively non-existent and positive manufacturing and construction trends around the globe, we expect operating rates around the world to rise in the medium term. 

Metals 2018 Outlook: Valuations Over Fundamentals

Sector Outlook: 15 Jan 2018, 9:19 PM ET - We analyze the broad trends within the metals & mining sector, delve into sub-sector developments, and then examine name-specific recommendations.

GLENLN: First Mover In Base Metals Streaming

Worth Watching: 06 Dec 2017, 8:59 PM ET - GLENLN (Baa2/BBB), along with Ontario Teachers' Pension Plan ("OTPP"), announced the formation of BaseCore Metals LP, a 50/50 joint venture focused on base metals streams and royalties. OTPP subscribed for its interest in BaseCore Metals for cash ..

Iron Ore: China Imports Hit New Record

Worth Watching: 13 Oct 2017, 12:17 PM ET - Iron Ore: September imports of iron ore into China were 102.8 mn tons, up 16% month-over-month and 10.5% year-over-year. This surpassed the previous record of iron ore imports of 96.3 mn tons in December 2015. The government's effort to clean up ..

IG Basic Industries: Mid-Year Review

Sector Weightings: 14 Jul 2017, 5:30 AM ET - We review 1H17 performance for Basics compared to our outlooks, and then set the course for the remainder of the year, including some key themes and sector picks.

Met Coal: Supply Squeeze Sends Prices Soaring

Sector Analysis: 09 Apr 2017, 11:17 PM ET - We take a look at the sudden rally in met coal this past week and consider the short-term impacts.

Metals: Signals from Trump's USTR Nominee

Sector Analysis: 22 Mar 2017, 6:04 AM ET - We examine the background of Robert Lighthizer, Trump's pick for the post of USTR, and the statements from his confirmation hearing.

Metals & Mining: China Looks to Cut Coal Supply

Worth Watching: 16 Feb 2017, 12:29 PM ET - Metals & Mining: The Chinese government is considering reinstating coal production restrictions following the heating season after easing limits during the winter, according to Bloomberg. China's National Development and Reform Commission may look ..

Copper: Rallying on Supply Fears, Winners & Losers

Sector Analysis: 15 Feb 2017, 2:17 PM ET - We take a look at the current copper price rally, issues facing the two biggest copper mines in the world, and the corresponding implications for the miners under our coverage.

Rio Tinto: Thermal Coal Asset Sale for $2.45 bn

Worth Watching: 24 Jan 2017, 11:59 AM ET - Rio Tinto (Baa1/A-) agreed to sell Coal & Allied Industries Ltd, its Australian thermal coal subsidiary, for up to $2.45 bn to Yancoal Australia Ltd, which is controlled by China's Yanzhou Coal Mining Co. Coal & Allied is the holdco for RIOLN's th ..

Metals: Signals from Trump's Commerce Pick

Sector Analysis: 24 Jan 2017, 4:48 AM ET - We take a look at comments from Trump's nominee for the U.S. Secretary of Commerce (Wilbur Ross) and the implications for the metals & mining sector.

Metals: S&P's Revisions Provide Ratings Momentum

Sector Analysis: 18 Jan 2017, 3:21 AM ET - We examine the winners and losers following the updated S&P price deck. 

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