China Copper Premium Soars Amid Tax Crackdown on Scrap Imports
China's copper premium surged after new taxes on scrap metal imports disrupted domestic supply.
New Zealand LNG Import Gamble: Political Optics vs. Market Reality
New Zealand plans an LNG import facility before its November election, betting on future cheap global prices.
Geopolitical Crisis: Hormuz Strait Closure Rattles World Markets
CENTCOM launched strikes on Iran after vessel attacks, leading to the Strait of Hormuz closure. This escalation is driving up global commodity prices.
Gold's True Value: Central Banks, Geopolitics, Mining Reality
Central banks continue accumulating physical gold, increasing reserves by 3% in Q1 2026.
Copper Market Disconnect: Geopolitics, Mining Reality, Supply Chain
Copper prices rose despite US strikes on Iran, highlighting a market disconnect from physical supply chain realities.
Gold Price Surges as Central Banks Buy, Mining Costs Remain High
Central banks are strategically accumulating physical gold, hedging against inflation and de-dollarization.
Permitting Reform Not Sole Key to Lower Energy
Expedited federal reviews for energy projects fail to address material costs and surging demand.
Ground Truth: Persistent Costs Defy Falling Oil
Despite falling crude oil prices, the actual costs of extraction and transport remain high.
El Niño's Global Market Shift: Agriculture
A potent El Niño will drive global weather volatility, impacting commodity prices and insurance premiums. Smart investors can find opportunities.