Research: Iron Ore & Copper Prospects, Natural Gas & Power Generation

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Iron Ore & Copper Prospects, Natural Gas & Power Generation 

Iron Ore & Copper: Prospects Tied to China, Brazil & Australia

  • Iron ore, copper trading sideways after peaking in 2015/16
  • Flat prices could signal China’s lackluster growth despite stimulus
  • Low U.S. mortgage rates, tight labor market a plus for copper
  • Iron ore supply grew faster than copper’s in the past decade

Natural Gas: Making Gains in Power Generation

  • Natural gas gaining market share in power generation
  • Natural gas tops coal in U.S. power generation for the first time
  • Prices in U.S., Europe and Asia are converging after a decade apart
  • CME Henry Hub futures can be a global hedge as markets converge