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
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
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
Macro and Policy Backdrop Markets are digesting a notable diplomatic shift following the White House meeting between President Trump, President Zelensky, and…
- 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…
- 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…
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…
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…
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…