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
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
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
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
Tin: pricing power sits midstream, not at the warehouse London tin prices have moved beyond $52,000 per ton, reaching new highs even as visible exchange…
- George Griffiths
Copper prices have extended sharply higher into early 2026, driven primarily by macro rotation and systematic flows rather than near-term physical tightness. While the long-term…
- George Griffiths
Nickel has staged a sharp momentum-driven rally, rebounding close to 30 percent since mid-December and trading into the high-$18k range. The move has progressed rapidly,…
- George Griffiths
As we enter the beginning of a new year, it is necessary to assess which elements of our market analysis and expectations remain valid for…
- George Griffiths
December proving to be full of surprises, and the week ending 14/12 was no exception… The week started in a positive light as the Chinese…
- Sol O'Driscoll