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对于买家和类别经理，特别是您在购买和管理商品的杂草中深入了解的人，这是特定商品市场的快速状况和思想。
From price movements to policy decisions, we scour the landscape for what matters. This week:
The New Zinc
MetalMiner’s Stuart Burnsdelved into the future of zinc那and how it could transform from its more humble, traditional status into a metal of technology.
正如纽约时报报道，帕特里克博士，距离Shiong的楠尼奈格，开发商和锌空气蓄电池制造商，可在未来几年看到锌需求上升。
“没有人建议锌空气电池将接管零售电器，电动汽车或无人机，”伯恩斯写道。“对于这些类型的应用，重量是临界因素，锌空气电池的功率密度与锂离子不同。
“但是，对于静态电网或离网储存，重量是无关紧要的。成本是覆盖因素，低成本网格储存目前是国家或区域网格上拥抱更多的太阳能和风力的最大拖累。“
China Changes Winter Capacity Cut Approach
随着冬季方法和另一轮冬季能力削减在中国，北京改变了其方法。
Rather than hard caps on capacity — part of the country’s efforts to combat rampant pollution — Beijing has opted for emissions targets to be decided by local authorities.
“中国不会重申钢铁生产和煤炭使用的重大削减improving air quality this winter“金融时报”报道，建议原因在于面对美国 - 中国贸易战争，伯恩斯写道的经济增长放缓。
该决定不是中国以外钢铁厂的好消息。
“没有冬天的实施纪律闭包那steel mills may be encouraged to keep high run rates as demand softens,” Burns added. “With a weaker currency, export prices could be sufficiently competitive to drag down global price levels; that would be good for consumers, but it’s not what mills outside of China will be wanting in 2019.”
汽车制造商在九月销售销售
9月被证明是一个月for a number of major automakers in the U.S. market last month.
As noted in this month’s Automotive Monthly Metals Index (MMI) report, General Motors reported a Q3 year-over-year sales decline of 11%. Ford also was down, falling 11.2%.
菲亚特克莱斯勒上涨了15％，而本田和日产分别下跌7％和12.2％。
美国建筑支出拾取
Augustconstruction spending jumped 6.5%与2017年8月的支出相比。
在今年的前八个月，与2017年相同的时间框架相比，支出增加了5.3％。
同时，在54.8，架构账单指数（ABI）今年达到其第二高值（价值大于50表示架构账单增长）。
Oil Prices on the Ascent
Many predict a continued rise of the oil price this year, particularly given political instability in Venezuela and the specter of sanctions looming over Iranian oil supplies.
最近达到85美元/桶，布伦特原油价格是现在大约三倍its early 2016 level, Burns notes.
Burns wrote about the impact impending supply-led shock on the global oil market, as some are predicting a price of $100/barrel: “Venezuelan production has collapsed, Iran’s will be drastically reduced by the end of the year due to the reimposition of sanctions. OPEC has chosen not to open the spigots, and questions have even been asked as to whether Saudi Arabia, traditionally the world’s swing producer, has the capacity to do so even if it wished,” he wrote. “Prices seem set to continue rising. Talk of $100 per barrel by the start of next year do not look overblown.”
最近唐纳德特朗普总统的压力，沙特阿拉伯将石油产量提高到近纪录水平，每天1070万桶，according to a Bloomberg report。
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