From AI To Green Metals: Strategic Investments For A Changing World

Green transition is driving this unprecedented demand for metals and minerals. By 2030, we will need 50 new lithium mines to meet the growing demand for electric vehicles (EVs) and renewable energy infrastructure. The clean appearance of EVs, solar panels, and windmills belies the dirty reality that they require lots and lots of mining.

Weekly Report: what happened at JJMTF last week (0617-0621)?

Weekly Report: what happened at JJMTF last week (0610-0614)?

Industrial Metals Monthly: Aluminum Rally Foiled

Weekly Report: what happened at JJMTF last week (0603-0607)?

Weekly Report: what happened at JJMTF last week (0527-0531)?

3 Metals To Watch

fundamentals for copper, nickel, and aluminum are strengthening due to improving demand prospects. Nickel prices fell by 45% on the London Metal Exchange and 46% in China last year. Copper demand remains robust in both Chinese and ex-Chinese markets, fueled by investments in renewable energy, EVs, and data centers.

Don't Expect A Stock Market Correction, But The Easy Money Has Been Made

Weekly Report: what happened at JJMTF last week (0520-0524)?

Weekly Report: what happened at JJMTF last week (0513-0517)?

Weekly Report: what happened at JJMTF last week (0506-0510)?

U.S. Presidential Election: The Key Implications For Commodities

MoneyTalk's Greg Bonnell speaks with Bart Melek, Global Head of Commodity Strategy at TD Securities. The US presidential election could have implications for commodities, including copper, silver and oil. A Republican administration in the White House could mean less environmental spending for electric vehicles and other commodities.

Anatomy Of A Recession Update: A Wait-And-See Fed

Middle East Tensions Ease For Energy As Russian Sanctions Hit Metals

Middle East Tensions Ease For Energy As Russian Sanctions Hit Metals. Oil’s future price largely depends on OPEC+ output policy. We expect natural gas and most metal prices to trend lower in the medium term. European natural gas prices witnessed renewed strength and volatility in April.

Industrial Metals Monthly: Has The Copper Rally Gone Too Far, Too Soon?

U.S. Extends Metals Protectionism

The Biden administration announced a new round of tariffs on imports of steel and aluminum from mainland China. China accounted for less than 1% of US steel imports in the first two months of 2024. The impact of the tariffs on trade with China is likely to be minimal. A larger issue for the growth in Chinese steel exports will be felt by the broader global market.

Weekly Report: what happened at JJMTF last week (0429-0503)?

Weekly Report: what happened at JJMTF last week (0422-0426)?

Weekly Report: what happened at JJMTF last week (0415-0419)?

Signs Of Life In Global Resources