Is Copper Pricing Future Scarcity or Ignoring Present Reality?

Is Copper Pricing Future Scarcity or Ignoring Present Reality?

Copper prices continue to trade near record highs, reinforcing the narrative of tight supply and structural deficits driven by the energy transition. However, a closer look at the physical market fundamentals paints a very different picture. What is physical data...
Volatility Is Back in Base Metals

Volatility Is Back in Base Metals

The recent sharp declines in precious metals, coupled with currency movements and shifting expectations around global growth and monetary policy, have added another layer of uncertainty. Supply-side concerns, including potential disruptions in key producing regions,...