- "Commodity prices appear to be finding new price floors after the massive spring sell-off. Notably, cost curves may now be catching up with oil and metals prices alike."
- "We have made few changes to our price forecasts. US demand is now clearly improving and we still look for the strength of the OECD recovery to surprise the market."
- "China remains a crucial factor and we argue that the Chinese economy sees good chances of a soft landing."
- "We see oil prices averaging USD81 this year and USD90 in 2010 with future supply concerns a new supportive factor."
- "Copper currently lags aluminium on the demand side but we continue to see the former outperform in the longer term."
DenDanske Commodities Monthly 20100630
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