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While Wall Street Watches "The Nvidia", Tariffs Hammer Commodities From Corn to Copper
TL;DR Agriculture: US grain markets saw sharp volatility following new tariffs, spreading uncertainty to other regions like EU, Ukraine...
Apr 63 min read


Tariff Turbulence: President Trump's New Trade Moves Shake Up Energy, Metals, and Agriculture
TL;DR Tariffs Overview: President Trump has imposed a 25% tariff on all imports from Mexico and non-energy imports from Canada, while...
Feb 23 min read


Alcoa Predicts Strong Aluminum Market Amid Global Supply Shifts and Energy Transition
Alcoa's CEO, William Oplinger, voiced a positive outlook for aluminum demand, driven by the global energy transition and a shift in...
Nov 4, 20242 min read


Aluminum Market Faces Supply Constraints While Growth Forecast are Modest
The aluminum market is navigating through a phase of limited supply growth and evolving industrial capacity. As global demand rises,...
Sep 30, 20242 min read


Global Copper Market Sees Supply Challenges Amid Rising Processing Costs and Inventory Surge
The global copper market is witnessing a period of significant fluctuations, with rising costs in processing, increased inventory levels,...
Sep 30, 20242 min read


Goldman Sachs Pulls Back on Copper Amid Market Uncertainty and Rising Inventories
Goldman Sachs has adjusted its outlook for copper markets, citing weaker-than-expected economic data from China and an increase in global...
Sep 3, 20242 min read


Aluminum Prices Surge to 2 Months High and Then Plummet on Chinese Inventory Build-Up
The aluminum market has been highly dynamic recently, with significant price fluctuations, changing supply chains, and evolving trade...
Sep 2, 20242 min read


The Metals Crisis: Volatile Prices Threaten Global Energy Transition and Europe's Supply Chain Security
The global energy transition, heavily reliant on the supply of critical metals like lithium, cobalt, and nickel, is facing significant...
Aug 15, 20242 min read


Copper Market on a Knife-Edge as Prices Tumble
In recent months, the copper market has experienced significant volatility. Prices surged from February to June due to tight supplies...
Jun 9, 20242 min read


New Sanctions on Russia Send Aluminum and Nickel Prices Surging
Recent geopolitical tensions have precipitated a sharp rise in metal prices following new sanctions imposed by the UK and US. These...
Apr 15, 20241 min read
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