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Commodities

A warehouse of metal copper sheets

Inside this issue

• Droughts in Russia and floods in Pakistan have provided investment opportunities in agriculture

• The pros and cons of instruments based on precious metal funds that will let traders hold and store base metals such as copper

Video: Javier Blas gives his predictions for 2011 - -

Content

The super-cycle rolls onward

Demand from emerging economies is keeping prices for most goods high, a trend that looks set to continue in spite of some anomalies in energy, says Javier Blas

China: Rapid growth but influence stunted by restrictions

Without foreign traders or a convertible currency, exchanges will lack global significance, writes Leslie Hook

Investing: Low volatility limits hedge funds

Floods and droughts have given a boost to agriculture speculators, writes Gregory Meyer

Regulation: Oversight set to become more onerous

Commodities are poised for the most significant regulatory shake-up in decades, writes Gregory Meyer

Copper ETFs feeding demand, fueling price uncertainty

Jack Farchy examines the pros and cons of new funds that will hold and store base metals

Trading houses: Agriculture booms while oil traders suffer

Javier Blas looks at this year’s winners and losers

Impact of export restrictions more serious than first thought

As well as imposing difficulties for importers, they may also be impossible to police, writes Javier Blas