Commodities Now

September 2009

Contents

Foreword

Lizzie Kaye, Production Manager

Commodity Crisis:

Are we simply avoiding the real issue?

Diversification Credentials

Have commodities lost their diversification credentials?

Merchandiser

News from around the commodity markets

Investing in Commodities Supplement

In association with

Commodities: A Cinderella Story

The commodity problem and future prospects

Commodities’ Unique Characteristics

Commodity correlations

After the SuperCycle:

The next commodities bull market

China: Strong Growth Resumes

China to remain major supportive influence for world markets

Benefitting From Normality

Behavioural characteristics as economic climate returns to normality

Goodbye To All That ...

Commodity cycles and future prospects

Commodities & CleanTech

Interaction between commodity prices & alternative energy

Sailing the Five C’s

Managing enterprise counterparty credit risk

Prices face challenges but likely to sustain underlying demand

Peak Potential Future Exposure:

A practical exposure measurement tool

The BlueNext Carbon Trading Proposition

Q&A with Serge Harry

Round & Round the Carousel Fraud

Solving Europe’s carbon trading fraud

US Climate Legislation

Giving with one hand ... taking with the other

Affairs of Freight

The dry bulk markets require expert IT

The Hydrocarbon Hypercube:

A new ETRM model

A Trader’s Tale ...

Phibro unveiled (Part 1)

Advertisers Index & Production Notes