inventories
Inventory commentary was mixed across diesel and base metals. Bruno Santos said worldwide inventories need rebuilding, implying persistent support for prices even if supply conditions improve 1. Natalie Scott-Gray described inventories as building in China’s copper market after restocking ended, while tin inventories had recovered near January levels and nickel’s recent stock draws still left historically elevated holdings 2.
From the window to Oct 13, 05:30 ET — this window's take is still to be written.
Where the voices land
All voices 1 voice1 falling
Falling
- BSBruno SantosFalling Expects worldwide inventories to need rebuilding, which should keep prices from returning to pre-war levels. ▶ 5:28 Diesel Supply Tightens Despite Recovering Crude … · 12 Oct
1 falling
Mentions
1 this weekStories it travels in
i
The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
- Bruno Santos 1 mention
- Johanna Botta 1 mention
- Josh Linville 1 mention
See what your own voices say about inventories, every morning.
Start a desk