China isn’t short of options when it comes to critical minerals that could be used as counters in a trade war with the US. Beijing’s ban on Tuesday covering sales to the US of gallium, germanium, antimony and superhard materials, and tighter controls on graphite,...
Continue reading » December 5, 2024 admin Commodities No Comment On prices, First half of the month, nickel briefly touched prior lows around $15,500 per tonne but bounced back up into $16-$16,500 range, where they have spent the bulk of recent time, but saw a big rally where prices moved more than $2,000,$1/lb over $18,000...
Continue reading » October 10, 2024 admin Commodities No Comment Jeff Currie has been charting the path of commodities for decades, scouring the globe for clues to where oil, coal, copper, and gold prices might be headed next. Currie spent 27 years at Goldman Sachs, eventually becoming the head of global commodities research. His correct...
Continue reading » August 20, 2024 admin Commodities No Comment Challenges with mine supply in South Africa, by far the world’s largest platinum producer, should support prices for the auto catalyst metal, says Matt Watson, founder of Precious Metals Commodity Management LLC….
Continue reading » June 18, 2024 admin Commodities No Comment Continue reading » May 29, 2024 admin Commodities No Comment Copper has long been touted as a big winner from the world’s drive towards electrification. All those electric vehicles and new grids need lots of the metal to work. At the same time, since it takes years for new copper mining capacity to actually come...
Continue reading » May 18, 2024 admin Commodities No Comment Concerns are growing among energy analysts, executives, and media outlets covering the energy space about the feasibility of the Biden administration’s efforts to subsidize an energy transition from fossil fuels to renewables into reality. Big power demands to supply electric vehicle (EV) recharging, crypto mining...
Continue reading » May 14, 2024 admin Commodities 2 Comments We had Roger Baxter come on the show to chat all things PGM’s. Plenty of ground was covered from the current supply-demand set up, what the state of South African operations are, how a rapid adoption of hybrid vehicles will impact and market what role...
Continue reading » May 6, 2024 admin Commodities No Comment BHP Group is considering making an improved offer for Anglo American after its $39 billion initial proposal was rejected by the London-listed miner, a source familiar with the matter told Reuters. BHP is in discussions on a revised bid for Anglo American to be made in...
Continue reading » April 28, 2024 admin Commodities No Comment Listen to a nickel market deep dive with experts Alex Laugharne of the CRU Group and Martin Turenne of FPX Nickel hosted by investor Brian Leni of JuniorStockReview.com. Topics covered in this MSE episode include Indonesia’s impact on global production, the variation across in pricing...
Continue reading » April 2, 2024 admin Commodities No Comment