December 21, 2021 A year of walking on the wild side for industrial metals Turbulence is in the very nature of commodities markets, but this has been a year like no other, writes Andy Home.
December 9, 2021 Five charts ask if mining is in a supercycle, one screams no The green energy transition necessitate massive new investments in mining, but how does today’s boom stack up to the aughts?
December 2, 2021 Tin price surge worsens supply chain woes for electronics, solar and auto firms Tin prices have nearly doubled from a year ago and are on course for their biggest annual rise in over 30 years.
December 1, 2021 A new commodity squeeze could soon rival lumber’s recent historic shortage Tin is in the grips of one of the longest-running squeezes ever seen in commodities markets, and there’s little sign of it letting up.
November 29, 2021 CHART: Dwindling copper, zinc, nickel stocks could shield prices from omicron impact Copper, nickel and zinc prices could be saved from worst effects of any new virus-related restrictions as historically low global stockpiles intensify fears of supply disruption.
November 24, 2021 Soldering on: Tin price surges past $40,000 after Jakarta jolt Indonesia wants to ban all tin exports by 2024, lighting a new fire underneath an already red hot market.
November 22, 2021 ‘Greenflation’ a risk for renewable energy, but long-term viability intact Prices of metals such as tin, aluminum, copper, nickel and cobalt have risen between 20% and 91% this year.
November 15, 2021 Falling stocks pose problems for London Metal Exchange What happens when the market of last resort runs out of metal?
November 8, 2021 Tin ticks all the commodity supercycle boxes Tin remains the superstar of the LME industrial metals pack, writes Andy Home.
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