Hiroyuki Kitakata
Hiroyuki Kitakata
east impact iran losing massive middle producers supplies
Losing Iran supplies will have a massive impact on the market, and there is no way that other Middle East producers are going to be able to make up for that loss.
dragged falls including market overall recently volatile
The market has been volatile recently and overall falls in commodities, including oil, dragged down copper.
considered copper fall metal prices remain repeatedly trend volatile
Prices will remain volatile for a while, but I don't think copper will fall repeatedly as the long-term trend for the metal is still considered to be bullish.
demand impact market remain risks strong supporting
Risks that have been supporting the market remain unresolved, and China's strong demand will have impact on the market fundamentals.
attacks biggest concern sabotage supply
The biggest concern is Nigeria's sabotage attacks over the weekend. But other supply concerns, like OPEC and Ecuador, are accumulating.
concerns series supporting
A series of geopolitical concerns are supporting the market.
bullish half metals rising stay trend
Metals are rising very fast, but this bullish trend should stay during the first half of the year.
easter
There has been some position-squaring before the Easter holidays.
news risk upside
The only news will be the U.S. stocks. But on the geopolitical front, the upside risk is more than the downside.