Contents 1
Foreword Guy Isherwood, Editor-in-Chief
4 Commodities Reach ‘Inflection Point’ Commodity returns taking divergent paths
9
Liquidity Boom Good for Commodities By Frank Holmes, US Global Investors
21 Opening Pandora’s Box Global expansion of extractive industries
22 Competition London Syon Park
24 OIL & Gas Market Confidence on the Rise Industry leaders survey
28 On Prisoners & Projects Aligning interests in a Complex Relationship
32 Predictable Surprises: Oil markets & Iran’s nuclear programme
37 Long-Short Commodity Investing Reports of the death of commodities exaggerated
Commodities Now - News and Forum
44 Saving the EU ETS Set-aside measures to save European carbon markets
49 Developing Pan-European Energy Markets Q&A with Peter Reitz, European Energy Exchange
#CommoditiesNow Commodities Now
(ISSN 1365-6953) (USPS 016131) is published four times a year:
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Subscription records are maintained by Isherwood Production, 19 Henning Street London SW11 3DR
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52 Refinery Optimisation The gap between planned & actual performance
55 ‘Toxic Rock’ an Opportunity for Investors Coal’s potential investment opportunity
57 Shale Developments Global expansion on the cards
63 Margining Capital Requirements Very big, yet hard to see
70 Russia & the WTO Will membership change Russia’s economy?
75 The Wonderland of HFT: Myths & Realities High frequency trading
Commodities Now does not represent
an offer or recommendation to buy or sell or a solicitation to buy or sell any of the products mentioned herein and is not a
substitute for direct professional advice on a specific transaction.
[see full disclaimer on page 80]
79 The Information Arms Race Speed is king
80 Advertisers Index & Production Notes
COMMODITIES NOW (USPS No: 016-131) is published quarterly : by Isherwood Production and distributed in the US by SPP, 95 Aberdeen Road, Emigsville PA. Periodicals postage paid at Emigsville PA. POSTMASTER: send address changes to Commodities Now, PO Box 437, Emigsville PA 17318-0437
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