Supply Shocks and Policy Whiplash — What Metals Markets Are Telling Us Today
This episode unpacks the latest market shifts in aluminum, battery metals, and critical minerals — exploring how supply disruptions, export controls, and shifting policy landscapes are reshaping indus...
6 Okt 20258min
Molybdenum Rallies, Aluminum Faces Pressure, and Battery Metals Shift
In today’s episode, we unpack why molybdenum oxide hit its highest price of the year, the forces pushing U.S. aluminum premiums below seventy cents, and how evolving trends in cobalt, lithium, and cae...
15 Aug 20257min
Election Tensions, Aluminum Pressures, and Lithium’s Surprising Upside
In today’s episode, we unpack political risks threatening Peruvian copper output, explore shifting aluminum market dynamics from the U.S. to Asia, and examine why lithium demand may be far stronger th...
14 Aug 20258min
Rare Earths at a Crossroads: Why the US-China Truce Won’t End the Supply Chain Race
A deep dive into the rare earths industry’s rapid mobilization to break free from Chinese dominance, the geopolitical maneuvers shaping critical mineral markets, and how the scramble for alternative s...
13 Aug 20257min
Shockwaves in the Metals Market: From Coke Plant Blasts to Battery Booms
The metals industry was rocked by a tragic explosion at the largest U.S. coke facility, while aluminum markets showed signs of tightening and battery metals saw dramatic moves. We unpack the supply ch...
12 Aug 20258min
Tight Stocks, Rising Premiums: Aluminum and Battery Metals in Focus
A deep dive into aluminum’s shifting premium landscape, evolving battery metals trade flows, and the strategic deals reshaping nonferrous supply chains, from Europe to the Americas.
11 Aug 20257min
Tariffs, Trade Shifts, and Aluminum’s New Frontiers
A deep dive into how sweeping U.S. tariffs are reshaping the aluminum market, from Midwest premiums and scrap flows to global production shifts, with insights on emerging low-carbon trends and industr...
8 Aug 20258min
