3
Shared Docs
3
Same-Page
3 / 3
Mentions
s that the global lead market was in 10 kMT deficit in October but the WBMS sees a 2014 to date surplus of 76.1 kMT vs a deficit of 178kMT in 2013. Shanghai Aluminium on warrant stocks are down 0.96% to 77.2 kMT. LME Aluminium on warrant stocks are down 1.05% to 1994.7 kMT. Shanghai Copper on warrant stocks are fl
ipment east was in Novemb=r. However, sources are saying that it is going to be put in storage that Trafi just bought there. However, along w a bid N Sea window, BRE spreads rallied. Gasoline was weak versus BRE again as the stats showed a sizeable build. Disty on the other hand in the US was bid as w
s that the global lead market was in 10 kMT deficit in October but the WBMS sees a 2014 to date surplus of 76.1 kMT vs a deficit of 178kMT in 2013. Shanghai Aluminium on warrant stocks are down 0.96% to 77.2 kMT. LME Aluminium on warrant stocks are down 1.05% to 1994.7 kMT. Shanghai Copper on warrant stocks are fl
ipment east was in Novemb=r. However, sources are saying that it is going to be put in storage that Trafi just bought there. However, along w a bid N Sea window, BRE spreads rallied. Gasoline was weak versus BRE again as the stats showed a sizeable build. Disty on the other hand in the US was bid as w
around 11:30. Lead traded volumes have quadrupled in 2014 to 2.92mn lots as HKEx attracted more inter=st in it's Yuan denominated "mini" contracts. Shanghai Aluminium on warrant stocks are up 1.947% to 46 kMT. LME Aluminium on warrant stocks are flat at 1839.8 kMT. Shanghai Copper on warrant stocks are up 16.48% t
bly trade as high as +2 as Feb WAF crudes are going to have to discount heavily to find a home given the strong loading programs of Azeri, FSU, and N Sea...l think that if the arb remains str=ng over next few weeks, it may be time to sell WTI boxes in the m/u 15 region. Prompt WTI spreads were also qu
Entities connected to both Shanghai Aluminium and N Sea

Daniel Sabba
PERSONLME Aluminium
ORGANIZATIONAli Vols
PERSON
Jeffrey Epstein
PERSONCopper Vols
ORGANIZATIONLME Nickel
ORGANIZATIONLME Copper
ORGANIZATION
Shanghai Copper
ORGANIZATIONPrateek Jain
PERSONMar15
ORGANIZATIONTrafigura
LOCATIONPost Yellen
ORGANIZATIONBRE vols
ORGANIZATIONCLM5
ORGANIZATIONDiscovery Metals LTD
ORGANIZATIONBoseto
ORGANIZATIONThe World Bureau of Metal Statistics
ORGANIZATION
Botswana
LOCATION
Angola
LOCATION
Marc Rich
PERSON