commodities
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Copper’s new scarcity is about where the metal is, not just supply
October 14, 2026 -
Aluminium prices look normal, but physical supply still does not
October 14, 2026 -
China’s electrification push is reshaping commodity demand
September 29, 2026 -
Copper’s rally reveals a market tightening in the wrong places
September 22, 2026 -
Iron ore’s depletion problem is becoming a structural cost crisis
September 21, 2026 -
U.S.-China trade war is evolving into selective economic bargaining
September 18, 2026 -
Iron ore’s $100 rebound says more about positioning than demand
September 7, 2026 -
Global food prices rise as climate and war restore the risk premium
September 7, 2026 -
Indonesia’s commodity strategy meets the limits of producer power
September 3, 2026 -
India turns to Chinese urea as Gulf supply fails
August 28, 2026