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John Kemp

Estimating errors in U.S. oil demand (charts)

The market is transfixed by the weekly inventory and consumption estimates for crude oil and products published by the U.S.
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G8 signals end to dollar supremacy

Reports that China has asked for a discussion about reserve currencies at next week's expanded Group of Eight summit in Italy has added to confusion about whether the country wants to dethrone the dollar from its status as the world's sole reserve currency....
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Dollar adds little to commodity price move

The idea that prices for dollar-denominated commodities should move inversely with changes in the dollar's value is beguiling but wrong....
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Commodities contango, a licence to print money

The current contango structure in crude oil futures and most other commodity markets -- with future prices significantly above the spot market -- is providing a strong incentive to buy and store record quantities of raw materials, with most of the cost borne by retail investors in exchange-traded funds and institutional investors in long-only commodity indices. ...
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Recession delivers boom in commodity storage

Every cloud has a silver lining. For owners of tank farms, oil tankers and warehouses for storing industrial metals, the recession-driven downturn in commodity demand is proving a bonanza....
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