Lithium producers pump brakes on North American projects amid low prices
Lithium producers are pushing timelines out for project development in North America as global lithium prices sit near a three-year low after plunging from record levels in 2022. The change in sentime...
8 Mars 202426min
Lower prices and uncertain demand: navigating choppy waves of wheat markets in 2024
Wheat prices have been on a largely downward trend since the start of 2024 despite lower production in key exporters, Canada and Australia, and continued logistics concerns due to the wars in the Blac...
6 Mars 202415min
Supply disruptions drive copper TC to three-year low; smelters may cut production
The Asian copper market saw CIF China copper concentrate TC/RC fall by 65% in just three months' time, while smelters were still not able to find enough feedstocks to meet their production needs. As c...
16 Feb 202416min
US power markets weather winter storms with more success
Following on from heavy winter storms in recent years that disrupted power supply across US regions, power markets managed a mid-January 2024 winter storm with elevated prices and a few demand records...
31 Jan 202413min
Brazil's emergence as a dominant agriculture exporter
Over the past 20 years, Brazil's growth in the production of feedstuffs like soybeans and corn has been remarkable. In the process, it has become a powerhouse exporter. To accomplish this, it took the...
13 Dec 202317min
Asian aluminum, alumina markets mixed on demand expectations, cost pressures
Asian aluminum markets continue to see lackluster demand and ample stocks pressuring premiums, though the sporadic reopening of the Chinese import arbitrage window is providing support across the regi...
6 Dec 202320min
Confidence returns to copper markets for now, outlook for 2024 still uncertain
Chinese copper markets are showing signs of recovering from the slump that hit the industry in the second quarter pf this year. The clean concentrate spot TCs are declining on increased demand for car...
16 Okt 202318min
Winter is coming, with little gas flowing from Russia...can the US meet Europe's demand?
With bearish fundamentals characterizing the global LNG market, what role will US exporters play for Europe this winter? Following the Russian invasion of Ukraine in early 2022 and subsequent decoupli...
6 Okt 202313min
