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Commodities

Adani should bow out gracefully from its Carmichael coal mine

31 August 2016

John Quiggin  – Professor, School of Economics, The University of Queensland (reproduced from “The Conversation”) The rejection by the Federal Court of the most serious remaining legal challenges to the proposed Carmichael mine in Queensland’s Galilee Basin means it is finally [read more]

Problems in the global agrochemical market

22 June 2016

With all the problems and uncertainties the world faces in feeding its growing population it is easy to see new technologies as a “get-out-of-jail card”, but by their nature, they have unquantifiable outcomes, they represent an experiment with our eco-system. At present there is no sign of [read more]

How to link Australian iron with Marine le Pen – Michael Pettis

19 October 2014

After last week’s tumultuous markets one of my clients sent me an email saying “I am so relieved your constant talk about worsening imbalances kept us from getting too complacent. Things really are as bad as you keep saying.” I am not sure that what happened last week is proof of anything [read more]

© Andrew Palmer