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Steadily rising demand and a lack of supply means the nuclear
The global electricity grid is expanding fast, says Ole Hansen of Saxo Bank. Copper – “the world’s most efficient and versatile industrial conductor” – lies at the centre of a commodities megatrend fu
Europe has been a winner while US has been a (relative) loser
Oil shock averted? World leaders and commodity traders have spent the past fortnight on edge as the long-running Iran-Israel conflict turned hot. Matters came to a head at the weekend when the US dire
Picking through a murky market outlook for the rest of 2025
It’s time for my annual article in which I put the boot into silver. Why now? Because, according to one of my WhatsApp chats, it’s breaking out. Silver is always supposedly breaking out. It never actu
Imagine its 2035. Every other car you see on the street is electric, millions of homes have heat pumps providing heat, large data centres the size of 10 football pitches are dotted across the country
