Copper, AI Infrastructure – Strategic positioning: Long / Longer / Longest

Base Metals Copper

Throughout 2025, copper’s rally was anchored to the narrative around AI infrastructure build-out and the substantial volumes of physical metal required to support it. Data…

- George Griffiths

SCOTUS and Tariffs: A Small Matter of $130bn

Base Metals METALS

The Supreme Court’s ruling on IEEPA has subtly shifted the tariff debate from being largely constitutional to increasingly fiscal. IEEPA reportedly generated revenue in excess…

- George Griffiths

Tariffs Update: Legal Challenge, Congressional Resistance

U.S. tariff architecture continues to deepen in complexity. Yesterday’s vote in the House of Representatives, while likely to end in a presidential veto, was intended…

- George Griffiths

AMT Announces the opening of its new office in Dubai

Base Metals

AMT is proud to announce the opening of its new office in Dubai, a significant step forward in strengthening our global footprint in the metal…

- Carly Hughes

Market Stress, Liquidity, and Administrative Control Across Metals

Base Metals METALS

Increased stress across industrial and base metals appeared to emerge suddenly toward the end of last week, seemingly undermining an investment case that has been…

- George Griffiths

Hard Assets – Hardening

Base Metals Copper

The week has begun largely as anticipated, with a clear pickup in enquiries around the merits of investing in hard assets. For most, that still…

- George Griffiths

Digesting Davos

Base Metals METALS

Davos served as confirmation of an emerging narrative, marking a clearer acceptance of what risk now represents in a world where fragmentation, persistent inflation, and…

- George Griffiths

Aluminium, power, and industrial realism: China’s build versus Western constraints

Aluminium Base Metals METALS

The aluminium market is increasingly being shaped by power systems rather than feedstocks or headline capacity additions. The key divergence lies in how China is…

- George Griffiths

AMT attends MRAI India

Base Metals India METALS

We proudly participated in the MRAI India event, showcasing our company and cutting-edge product portfolio while reinforcing our commitment to delivering innovative, high-impact solutions for…

- Carly Hughes