1. KEY FORECASTS 5
Commodity price forecasts...................................................................................................................... 6
Macro economic overview and forecasts............................................................................................. 7
Commodity markets overview ..............................................................................................................20
2. COMMODITY INVESTMENT FLOWS AND INDICATORS 29
Chugging along .......................................................................................................................................30
Survey of institutional investor attitudes ............................................................................................45
Overview of commodity index performance .....................................................................................49
3. ENERGY MARKETS 61
Oil................................................................................................................................................................62
Geopolitics ................................................................................................................................................86
Natural gas................................................................................................................................................89
Power.........................................................................................................................................................94
Global LNG................................................................................................................................................99
Coal.......................................................................................................................................................... 103
Freight..................................................................................................................................................... 121
Carbon .................................................................................................................................................... 125
4. BASE METALS 133
Aluminium ............................................................................................................................................. 134
Copper .................................................................................................................................................... 138
Lead......................................................................................................................................................... 142
Nickel....................................................................................................................................................... 146
Tin............................................................................................................................................................ 150
Zinc.......................................................................................................................................................... 154
5. PRECIOUS METALS 159
Gold ......................................................................................................................................................... 160
Silver........................................................................................................................................................ 167
Platinum ................................................................................................................................................. 171
Palladium................................................................................................................................................ 177
6. AGRICULTURE 181
Corn......................................................................................................................................................... 182
Soybeans................................................................................................................................................ 186
Wheat...................................................................................................................................................... 189
Cotton ..................................................................................................................................................... 193
Cocoa ...................................................................................................................................................... 197
Coffee...................................................................................................................................................... 200
Sugar .......................................................................................................................................................
本文来自: 人大经济论坛 行业分析 版，详细出处参考：http://www.pinggu.org/bbs/viewthread.php?tid=912453&page=1&fromuid=2113515