Stefan Hansen

On my last trip to China, we were a little cautious despite the optimism displayed by China’s primary industries — a flow on from the stimulus-led recovery of 2016. Our caution proved warranted. Money supply tightened and key macro indicators weakened, which hit bulks in particular. This time around there... Show More

Stefan Hansen

We recently visited the key US oil regions to speak with domestic and international oil producers, and oil field service providers. The aim being to gauge the growth potential of crude production, particularly from the major US shale plays, where supply growth has been a key contributor to investor concerns... Show More

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