March 15, 2011
Already some clear trends are emerging. Shortages in certain commodities as Japan seeks to rebuild will mean price spikes for some.
The country supplies up to a fifth of the world's electronics components and has significant motor and steel industries, production of which has been interrupted.
Whether you are a buyer or a seller will determine whether any shortages of goods - and any resulting price changes - are welcome ones.
Metals prices have not moved much in reaction to the situation in Japan. The price of copper and zinc both rose slightly, but short-term demand is expected to be weak from Japan.
That is forecast to change. As Deutsche Bank wrote in a research note: "The disruption to industrial sector activity is likely to have a negative impact on the industrial metals and bulk commodity sectors. However, we expect attention will turn to reconstruction."
Subscribe to:
Post Comments (Atom)
No comments:
Post a Comment