AMT Insight – Commitment of Traders Report (COTR) – 11th September 2026

Base Metals Traders

Definition: the data in this report show LME non-risk reducing positions (ie speculative positions) held by Investment Funds and Other Financial Institution

- Carly Hughes

LME Week 2026 | AMT Insight Network

Base Metals LMEWEEK

LME WEEK 2026 AMT Insight Network China, Commodities & The Global Metals Market 📅 Monday 19 October 2026🕘 09:00–10:30📍 AMT Offices, 110 Bishopsgate, London Start…

- Carly Hughes

Ash Family Row Update

Charity

Team Ash Family Row have had a busy start to their World’s Toughest Row (Atlantic) campaign since launching on World Mental Health day last October.…

- Carly Hughes

The Summit Between Belt & Road and Moat & Muscle

Base Metals METALS

The Trump-Xi summit scheduled for Beijing on 14-15 May is currently expected to proceed, though some uncertainty remains given the path of escalation following the…

- George Griffiths

Hormuz, the hidden dependencies, and what gets obscured when the tankers start moving

Base Metals METALS

What follows is an attempt to map a plausible near-term scenario around a Hormuz agreement, and to examine what it would actually mean beneath the…

- George Griffiths

Ash Family Row

Charity

AMT are excited to announce that we are Bronze Sponsors of the Ash Family Row who will be rowing across the Atlantic for Suicide&Co to…

- Carly Hughes

Stability Is No Longer Assumed, It Is Priced

Base Metals

Geopolitical stress is pushing global systems away from cost-optimised equilibrium toward outcomes defined by tolerance. Disruption is redistributing trade flows, repricing stability, and exposing the…

- George Griffiths

Tariffs, Alliances and the Strait of Hormuz

Base Metals METALS

If “off ramp” was on your geopolitical catchphrase bingo card last week, congratulations. The search for stabilisation, rather than outright victory, has quickly become the…

- George Griffiths

The Return of the Unknown Unknown

Base Metals

Markets approach the close after a consequential day, without moving any nearer to resolution, merely extending uncertainty. The reopen began in predictable formation: crude meaningfully…

- George Griffiths