commodity markets
ESG
Commodity buyers could pay premium to ensure supply
Underinvestment threatens to send commodity prices sky high at the next upturn
23 August 2022
BULKS
New forces join old dynamics in China's bulks market
Seasonal effects will be exacerbated by waning commodity demand in China
17 August 2022
FROM THE CAPITAL
Investors dismiss record metal prices
Commodity prices are not translating into equity strength
17 March 2022
MINER'S RIGHT
Demand destruction and the fall to come
If ever there was a time to duck and cover, this is it
07 March 2022
CAPITAL MARKETS
Inflation and geopolitics lend support to gold
Russian build up on border adds some juice to inflation-fuelled rally
20 January 2022
MINER'S RIGHT
Next leg up for metals: fund rotation
A shift of capital from bond or equity markets would have a disproportionate effect on metal pricing
19 February 2018
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