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03 Aug 2010

Projects to reduce carbon emissions are gaining ground in Russia, world’s largest crude producer: Summary: Russia is opening the door for cooperative carbon reduction projects to proceed, creating o

03 Aug 2010

Severe floods bottleneck iron and coal stocks, cut sugar and rice production: Summary: Central and Southern China are currently experiencing their worst flooding since 1998.

28 Jul 2010

Rice surplus to widen but spoilage supports price: Summary: Often overlooked by investors in commodity futures due to its illiquidity, rice offers valu

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Global Balance

Commodity	2009E	2010F
Alumina	8.5%	6.4%
Aluminum	4.0%	1.9%
Ammonia	2.9%	1.9%
Antimony	4.3%	2.3%
Arsenic	3.7%	2.4%
Asphalt	3.0%	1.1%
Avocados	3.1%	1.8%
Barley	0.6%	-1.7%
Bauxite	6.8%	2.2%
Beef	-1.6%	0.1%
Benzene	4.5%	2.9%
Beryllium	5.7%	4.9%
Bismuth	1.5%	-3.2%
Boron	4.0%	2.1%
Bromine	4.2%	2.3%
Butadiene	3.9%	2.2%
Butanol	4.1%	2.9%
Cadmium	2.2%	1.3%
Canola	-0.3%	1.0%
Carbon black	2.1%	2.0%
Cattle, feeder	1.2%	0.8%
Cattle, live	1.2%	0.8%
Caustic soda	1.0%	1.4%
Cement	2.1%	1.5%
Cesium	3.5%	3.1%
Chicken	0.8%	0.9%
Chlorine	2.6%	2.1%
Chromium	-0.7%	-1.0%
Coal, met	17.0%	10.8%
Coal, steam	1.1%	0.4%
Cobalt	2.0%	2.7%
Cocoa	-1.4%	0.8%
Coffee, all grades	-7.3%	-1.4%
Coffee, arabica	2.2%	12.3%
Coffee, robusta	2.2%	8.2%
Containerships	7.7%	9.0%
Copper	1.3%	2.4%
Corn	-0.6%	0.0%
Cotton	-9.2%	-2.7%
Crude oil	-3.2%	-2.7%
Diamonds	3.3%	3.4%
Diesel	-3.5%	-2.2%
Ethane	3.0%	1.0%
Ethanol	4.4%	3.7%
Ethylene	-1.2%	-2.0%
Feldspar	2.0%	2.2%
Fish Meal	-0.9%	-2.5%
Gallium	3.1%	1.1%
Gasoline	0.2%	-0.3%
Germanium	3.1%	2.9%
Glycerine	4.0%	3.0%
Gold	0.0%	0.1%
Graphite	2.5%	2.7%
Gypsum	3.6%	3.4%
Heating Oil	-3.5%	-2.2%
Helium	2.0%	2.0%
Hogs	3.2%	2.2%
Hydrochloric acid	3.0%	3.0%
Indium	-2.1%	-2.5%
Iodine	2.6%	2.1%
Iron ore	2.3%	-1.6%
Isopropanol	3.3%	2.8%
Jet-Kero	-3.5%	-2.2%
Lead	-0.4%	-1.3%
Lime	2.0%	2.0%
Lithium	-2.1%	-2.9%
LNG	2.8%	2.1%
LPGs	1.7%	1.4%
Lumber	6.0%	4.2%
Magnesium	0.5%	-1.3%
Manganese	0.8%	-2.0%
Mercury	4.0%	3.8%
Methanol	4.2%	2.9%
Mica	3.1%	2.9%
Milk	0.0%	0.0%
Molybdenum	2.0%	1.1%
Naphtha	1.9%	1.7%
Natural Gas	1.1%	0.2%
Nickel	-0.9%	-2.4%
Niobium	3.0%	2.2%
Nitrogen	2.8%	2.1%
Oats	-3.6%	-3.3%
Orange juice	0.4%	-2.5%
Oranges	-3.0%	-1.8%
Palladium	10.0%	5.5%
Peat	2.9%	3.1%
Perlite	2.2%	2.8%
Phosphate	3.3%	2.1%
Pipe, Seamless	8.6%	6.4%
Platinum	2.4%	-1.5%
Plywood	4.5%	3.9%
Polyethylene	4.0%	2.0%
Pork	0.1%	-0.3%
Potash	11.7%	0.4%
Polysilicon	3.9%	2.7%
Propylene	4.3%	2.0%
Pulp	3.6%	3.5%
Residual fuel oil	1.7%	1.0%
Rhodium	31.2%	19.2%
Rice	0.2%	1.8%
Rubber	3.6%	-0.9%
Rye	2.1%	-2.2%
Salmon	-3.4%	-3.7%
Selenium	3.7%	2.1%
Silica	1.9%	0.0%
Silicon	1.9%	-0.1%
Silver	0.0%	0.0%
Soda ash	4.3%	3.8%
Sorghum	0.7%	0.8%
Soybean Meal	0.0%	0.9%
Soybean Oil	-0.2%	-0.4%
Soybeans	9.7%	2.6%
Steel, crude	0.2%	-1.1%
Steel, stainless	2.0%	-0.5%
Strontium	2.2%	2.2%
Styrene	2.9%	1.9%
Sugar, all grades	-4.1%	1.2%
Sugar, raw	-4.1%	1.2%
Sugar, white	-4.1%	1.2%
Sulfur	7.2%	3.9%
Sulfuric acid	3.5%	3.0%
Talc	2.8%	2.0%
Tankers, clean	-2.0%	0.0%
Tankers, dirty	-3.0%	0.0%
Tea	-2.7%	-3.6%
Tellurium	4.1%	4.0%
Thallium	3.9%	3.3%
Thorium	3.8%	2.2%
Tin	4.8%	2.4%
Titanium	3.2%	2.8%
Titanium dioxide	3.1%	2.8%
Toluene	1.8%	1.1%
Tuna	13.8%	5.6%
Tungsten	1.0%	-1.2%
Turbines	3.0%	2.1%
Uranium	-31.8%	-30.5%
Vanadium	4.5%	4.6%
Wheat, all grades	4.4%	-0.3%
Wool	2.9%	2.7%
Xylene	1.9%	1.3%
Zinc	2.2%	0.9%
Zirconium	3.4%	3.6%