March 2, 2022 China moves to secure commodities rocked by Ukraine war Government agencies have been ordered to push state-owned buyers to scour markets for materials including oil and gas, iron ore, barley and corn to fill any potential gaps.
March 2, 2022 Exxon to exit Russia, leaving $4 billion in assets Exxon did not provide a timetable for its exit.
February 28, 2022 Congo seals deal with Israeli billionaire to recover assets A company controlled by Dan Gertler will return mining and oil assets to the Democratic Republic of Congo.
February 27, 2022 Wind-power giant Orsted stops buying coal, biomass from Russia The world’s top offshore wind developer will also ensure that Russian companies aren’t direct suppliers to the construction of its renewable energy projects
February 27, 2022 BP to exit Rosneft stake and may take $25 billion hit The decision to leave Rosneft may imply a $25 billion hit for BP.
February 25, 2022 The limits to growth: Why the West will struggle to find enough metals to supply simultaneous demand drivers In 2021, commodities outperformed all other asset classes, and they are expected to do the same in 2022.
February 25, 2022 Global markets count cost of Russian invasion Ukraine war may leave lasting mark on world economy.
February 25, 2022 Ukraine crisis will disrupt crude, coal and LNG flows even without sanctions The risks of doing business with Russia will become too much for many companies to bear, even without sanctions, writes Clyde Russell.
February 25, 2022 Ships shelled in Black Sea as invasion sparks maritime chaos At least two merchant ships have been reportedly hit since Russian forces began the attack in Ukraine.
February 24, 2022 Russia-focused miners collapse on Ukraine invasion Mining and energy firms with ties to Russia were hit by Moscow’s wide-ranging attack on Ukraine, while oil topped $105 a barrel.
GRAPH: Cobalt price plunge and the EV market Cobalt prices have plummeted to their lowest level since 2016, as a deluge of supply overwhelms stagnating demand from the electric vehicle […] February 11, 2025 | 04:03 pm
China funnelled $57 billion to control critical mineral supply chain A network of at least 26 state-backed banks has helped Beijing tighten its grip on critical minerals over the past two decades. February 05, 2025 | 11:00 am
GRAPH: The mining and Nvidia solar system The Top 50 is now trading $480 billion below the peak hit in the second quarter of 2022 February 05, 2025 | 10:05 am
Silvercorp acquisition of Adventus hits roadblock Lawsuit challenging the environmental permit for the target company’s project in Ecuador emerges as bone of contention. July 10, 2024 | 12:13 pm