Benjamin Goodwin

Snapshot: China’s export-led growth model is reaching its limits. While China’s exports grew rapidly from admission to the WTO in 2001, declining competitiveness saw China’s share of global exports peak in 2015. Now, tariffs imposed by the United States on around half of China’s exports, see further impediments to the... Show More

Benjamin Goodwin

Over the period since Merlon’s establishment in 2010, oil prices have traded between USD40 per barrel (bbl) and USD120/bbl, a period representing the end of an oil boom, and the beginning of an era of consolidation. Show More

Benjamin Goodwin

Along with a number of commodities, iron ore rallied sharply in 2016. This was in stark contrast to the prior three years when continually rising supply met flat demand growth. Last year, however, saw an exit of high cost producers, the shutdown of Samarco, and declines in Chinese production. The... Show More

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