Gold has outperformed the S&P…
Precious metal prices surge, particularly…
Sanctions on Russian copper, aluminum,…
Exactly a year ago, I wrote a blog post titled, “A Generational Opportunity In Commodities?” arguing the bullish case for things like
China has been trying to cool surging commodity prices by releasing inventory from its strategic reserves. The higher prices of oil, coal and metals have raised manufacturing costs,…
One of the biggest drivers of the surge in metals prices this year, the world’s top commodity consumer China, is showing signs of a slowdown in demand, which…
The number of warnings for new commodity shortages amid the energy transitions has just grown by two: Macquarie Bank and Credit Suisse recently warned investment clients that the…
Some commodities have taken a beating over the last week after the Federal Reserve signaled for interest-rate increases, a rising dollar, and China's efforts to slow inflation. The…
After years of disappointment, the commodity markets are sizzling hot once again. The Bloomberg Commodities Index (BCOM), the most widely used benchmark for the commodities market…
Electric cars giant Tesla (NASDAQ: TSLA) said it expects to soon begin buying more than $1 billion a year of Australian lithium, nickel and other critical minerals for…
Incrementum AG sees a 45% probability of the gold price hitting a new all-time high at $2,100 or higher as early as December 2021. Authored by…
China, the country leading global sales of new energy vehicles (NEVs), not only will maintain its market position accounting for half of all expected global NEV during the…
A rising tide lifts all boats but some are heavier than others. Industrial metals are glowing white-hot in a fusion of post-pandemic manufacturing recovery and an…
Copper price hit a record high on Thursday as Chinese investors unleashed fresh demand…
Surging demand and insufficient supply of new copper projects could result in copper prices jumping to $20,000 per metric ton in a few years, double the current price of around…
Copper was once again approaching the pivotal $10,000 a tonne level on…
Over the past few decades, China has been all over Africa, building railroads, airports, bridges, and power dams, doing what Africa's colonial masters should have done eons ago. Trade between…
In 2020, Fitch Solutions analysts recorded 37 manufacturing projects for EV batteries and related components and materials worth $21.04 billion, for those projects disclosing financial details.…
Copper prices rose on Friday, tracking gains in the equities market buoyed by optimism over the global economic recovery on positive US labour data and its faster-than-anticipated covid-19…
Gold prices continued to slide on Monday as the dollar and…
The endless flood of both central bank and fiscal stimulus means that hundreds of billions of liquidity - to the tune of approximately 0.7% of global GDP every…
Mining was heavily disrupted last year as a result of Covid-19, with most mines and projects suspended for a number of months, before resuming activity under strict health…
A brewing war to set a mining base in space is likely to see…