Europe
Asia
Oceania
Americas
Africa
Ignore short-term volatility: a worsening supply squeeze i
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
“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
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
Comparisons with other commodities are a useful reality-check
Europe has been a winner while US has been a (relative) loser
Picking through a murky market outlook for the rest of 2025
