what does the stalling economy mean? Stalling growth in China’s economy and the rampant spread of the Covid-19 Delta variant across Southeast Asia threatens the…
July 15, 2021
Can the tin market recover? The ex-China tin market remains in the grip of the severest physical shortages in recent memory. Driving tightness is strong…
July 5, 2021
Surge for demand in Aluminium? Since the onset of the global pandemic, decarbonisation has become a core pillar of government policy for most major economies.…
June 30, 2021
What is Resource Nationalism? Resource nationalism is the inclination of governments to seek greater control or revenue from natural resources in their territory. This is…
June 10, 2021
What does this mean for the market? China policymakers have taken strong verbal action to tackle inflationary risks from surging commodity prices. This has moderated…
June 2, 2021
Why is lead bouncing back? The LME lead price rebounded strongly from March lows. Macro-led fund interest in commodities and lead’s relative cheapness underpinned gains.…
May 19, 2021
Copper hits all time high The LME copper price has surpassed the all-time high of $10,190 from 2011. Reflation-led investor interest in commodities continues to…
May 11, 2021
What do these tin shortages mean? News of severe tin production disruption at Malaysia Smelting Corporation (MSC) that could last beyond the end of 2021…
May 5, 2021
What has caused the global shipping disruption? Since the onset of the pandemic, an acute shortage of global container freight capacity has seen shipping costs…
April 28, 2021