Category: Commodities

Jeff Currie, chief strategy officer at Carlyle Energy Pathways, says the Iran war is already impacting the entire global energy supply chain and it will take months to unwind the damage. He warns “keep the hoarding down.” Currie speaks on Bloomberg Surveillance.

Bolivia’s new pro-United States government says it will honour all existing hydrocarbons and lithium contracts, including opaque deals with Chinese and Russian companies, as it seeks to restore investor confidence after years of political and economic turmoil. Energy Minister Mauricio Medinaceli said last week the government...

The United States signed a flurry of deals on trade and critical minerals with four Southeast Asian partners on Sunday, looking to address trade imbalances and diversify supply chains amid tighter export curbs on rare earths by China. US President Donald Trump, who is in Kuala Lumpur to...

The global copper market is poised for significant growth, with BHP projecting a 70% increase in demand through 2050, driven by economic development, energy transition, and digital infrastructure expansion. This growth trajectory, averaging 2% annually, builds on historical demand that grew at 3.1% annually over...

Interviewer: Jeff Currie, Chief Strategy Officer, Energy Pathways, Carlyle Robert Friedland , Founder, Executive Co-Chairman, Ivanhoe Mines

We continue our Markets in Transition series this week by welcoming back Robert Friedland, Founder & Executive Chairman at Ivanhoe Mines. David Greely sits down with Robert to discuss the state of the energy transition, which metals are truly critical, and how we need to...

Could “Digital Gold” reshape bullion trading by 2026? On the sidelines of the Future Minerals Forum, Frank Giustra—chair and CEO of the Fiore Group and recent Canadian Mining Hall of Fame inductee—explains how fractional, blockchain-based gold could attract the TikTok Generation, transform gold prices, and...

LONDON, Jan 20 (Reuters) – Miner and commodity trader Glencore said it is open to M&A transactions that create value for its shareholders, leveraging its position as a top three global copper producer. “As we have always said, M&A is something we are good at...

We originally penned this in early January 2018—at the height of what was then considered a historic cryptocurrency mania—as part of a broader analysis that we later developed into the Sorcerer’s Apprentice in January 2021. We republish this excerpt today—almost exactly 7 years later—in honor of President-elect Trump’s...

Saudi Arabia last year increased the valuation of its unexploited mineral resources from $1.3 trillion to $2.5 trillion, boosted by the discovery of rare earth elements and metals. The kingdom on Wednesday announced a new mineral investment project valued at $100 billion, with $20 billion already in...