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Base Metals & Trump: Rhetoric v Reality

Base Metals economics Trump

9 January 2025: Donald Trump will start his second term as US President on 20 January and his approach is likely to be radically different…

January 10, 2025

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Tin: Prices Retreat, but Fundamentals Retighten

China Indonesia Tin

19 December 2024: LME tin prices have outperformed the rest of the base metals complex so far this year and upside risks are now building…

December 19, 2024

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Base Metals Review of Year and Look Ahead Dec24

Base Metals China Electric vehicle

Our latest Youtube video is now available giving our review of base metal market trends in 2024 and look ahead to 2025. Click on the…

December 13, 2024

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Base Metals: AMT Algo Models Outperform

algorithmic LME trading

8 November 2024: Risk appetite has been fickle in the run up to the US election and Chinese stimulus measures have been disappointing. Given this,…

November 11, 2024

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Base Metals: Bulls to Dominate, Amid Tight Fundamentals

Base Metals LME speculators

24 September 2024: The LME base metals complex saw mixed price trends in the past year, with aluminium, copper and zinc all up, while tin…

September 26, 2024

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Copper: Challenging the Bullish Narrative

China Copper mining

11 September 2024: LME three-month copper prices rallied into mid-May, but have fallen significantly since then. The biggest problem for bulls is that the Chinese…

September 12, 2024

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Base Metals: Algo Signals and Momentum Modelling

algorithmic Base Metals trading

24 July 2024: Base metal prices are driven by a combination of fundamental and technical drivers. One important part of technical analysis is to understand…

July 25, 2024

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Base Metals: Bulls Cut, as China Cools

China Copper Primary Aluminium Tin

18 June 2024: Base metal prices rallied in the first half of this year, but we believe that the rally is overdone, given the state…

June 19, 2024

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AMT – Presentation at 121 Mining Conference: 15 May

Copper Nickel Tin

Our Head of Research was invited to speak at the 121 mining conference in London, where he was talking about the outlook for copper, nickel…

May 24, 2024

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