Gerard Burg Quotes

This is really much more important than OPEC supply as their spare capacity is largely heavy and sour and the real shortage is capacity to upgrade such fuels anyway.

- Gerard Burg

Tags

Important | Opec | Supply | Spare | Capacity |

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Obviously the main uncertainty in the steel market is the level of production from China. It's really the key uncertainty and that will impact on decisions made by steelmakers. - Gerard Burg

Such an outcome would result in base metal prices falling well below our forecast levels. - Gerard Burg

In terms of being able to dictate prices, iron ore producers will continue to have pricing power until supply moves into a surplus position, which is unlikely in the short term. - Gerard Burg