Profit from the scramble for metals and minerals

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

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

Picking through a murky market outlook for the rest of 2025

Comparisons with other commodities are a useful reality-check

“Pick a side,” says The Economist. While the US and China have smoothed over their own trade spat, US strategy has pivoted to pressuring “unfortunate third countries” to do the dirty work of isolating

Europe has been a winner while US has been a (relative) loser