Australian Resources: Widening Cu:Al Price Ratio; & Spot Scenario

研报英文原文证据摘录

Australian Resources: Widening Cu:Al Price Ratio; & Spot Scenario

*UBS Evidence Lab is a sell-side team of experts that work across numerous specialized labs

creating insight-ready datasets. The experts turn data into evidence by applying a

combination of tools and techniques to harvest, cleanse, and connect billions of data items

each month. Since 2014, UBS Research analysts have utilized the expertise of UBS Evidence

Lab for insight-ready datasets on companies, sectors, and themes, resulting in the production

of thousands of differentiated UBS Research reports. UBS Evidence Lab does not provide

investment recommendations or advice but provides insight-ready datasets for further

analysis by UBS Research and by clients. All published UBS Evidence Lab content is available

via UBS Neo. The amount and type of content available may vary. Please contact your UBS

sales representative if you wish to discuss access.

Global Maritime Cargo Monitor (>Access Dataset)

This report leverages the following UBS Evidence Lab asset: Global Maritime Cargo Monitor.

UBS Evidence Lab uses hourly AIS (Automated Information System) data to monitor the

locations of more than 35,200 commercial maritime vessels (tankers, bulkers, containers) sailing

around the globe. Each ship has a unique identification number (IMO number) which is

connected to vessel characteristics data including cargo type, size, and capacity in order to

calculate the quantity and aggregated cargo tonnage (DWT) moving through global maritime

points of interest (regions, ports, and choke points). UBS Evidence Lab has conducted thorough

benchmarking and has designed proprietary cleaning techniques to ensure the data is accurate

by reducing the noise associated with AIS data. Extensive research is done at the company level