Macro and Policy Backdrop Markets are digesting a notable diplomatic shift following the White House meeting between President Trump, President Zelensky, and…
August 5, 2025 - George Griffiths
U.S. Scrap, Tariffs, and the Race to Recycle LME copper prices remain elevated, close to the $10,000 per ton threshold, supported by signs of tightening…
July 5, 2025 - George Griffiths
14 March 2025: Our algorithmic trading models continue to produce excellent results, with our model for aluminium jumping by 47% in the first ten months…
March 14, 2025
6 March 2025: The US economy has performed well in recent years, but is now facing some significant challenges. Higher import tariffs are expected across…
March 6, 2025
17 January 2025: The LME three-month copper price underperformed in the second half of last year, but it has bounced back in recent weeks. The…
January 17, 2025
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
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
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
25 April 2024: Base metal prices have soared in the past month, with additional sanctions on Russia combining with improving fundamentals. The LME was forced…
April 29, 2024