The Supreme Court’s ruling on IEEPA has subtly shifted the tariff debate from being largely constitutional to increasingly fiscal. IEEPA reportedly generated revenue in excess…
February 26, 2026 - George Griffiths
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…
February 4, 2026 - 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…
January 26, 2026 - 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…
January 23, 2026 - George Griffiths
We proudly participated in the MRAI India event, showcasing our company and cutting-edge product portfolio while reinforcing our commitment to delivering innovative, high-impact solutions for…
January 23, 2026 - Carly Hughes
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…
January 16, 2026 - 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…
January 9, 2026 - 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,…
January 9, 2026 - 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…
January 7, 2026 - George Griffiths