Sanctions on Russian copper, aluminum,…
The sudden explosion of AI…
A timely post by the Financial Times covers the threat to the global auto industry as a result of the power crisis in…
Several factors are likely to see base metals continue to encounter supply constraints into 2022. Chief among them is demand, said Colin Hamilton, managing director of…
The Copper Monthly Metals Index (MMI) fell 1.7%, as the copper demand picture could be set to weaken and the LME three-month and China primary cash…
The energy transition is in full swing, with electric vehicles supplanting gas guzzlers and solar panels and wind turbines replacing coal and oil as the world’s leading energy…
The supply chain disruptions which marked the early months of the coronavirus pandemic have cast a long shadow. Once economies around the globe began to reopen in the…
heavily thanks to a stronger USD as well as a looming taper in the Fed’s bond-buying program. In a virtual speech to the Fed’s annual Jackson…
Commodities, and base metal, in particular, closed last week on a strong note, shrugging off China’s weaker-than-expected PMI reading. A softer U.S. Dollar provided support, as did dovish…
2021 has been a harder year for many investors than the headline indices imply. It’s been a year where ‘ESG’ and ‘Quant’ remain key structural trends in the…
The international outrage over the Taliban’s takeover in Afghanistan still hasn’t subsided. But another issue is rising to prominence: the troubled country’s mineral wealth—mineral wealth that could lead…
Energy and metals group En+ has reaped the benefits of the pandemic-induced commodity price surge as its revenue has jumped to $6.5bn in the past six months.
The mining sector has been one of the biggest beneficiaries in the COVID-19 recovery. Several countries’ recovery packages have ignited demand for commodities like copper, iron…
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…
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…