Copper at Record Highs: The Global Supply Crunch Driving the Rally

Copper at Record Highs: The Global Supply Crunch Driving the Rally

Copper closed at an all-time high of USD 13,920/Ton, but the real story isn’t the price tag. The real story is why. It’s easy to write off a rally like this as just another wave of market speculation, but the truth is much heavier. We are looking at a market...
Copper Market Dynamics: The Effect of Tightening Sulphur Markets

Copper Market Dynamics: The Effect of Tightening Sulphur Markets

The red metal has been experiencing significant price volatility over the past few months. The industry is currently navigating a labyrinth of macroeconomic shifts. Investors and industrial buyers alike are looking closely as traditional market fundamentals are being...
How the US-Israel Strikes on Iran Are Reshaping Global Energy Markets and Financial Risks

How the US-Israel Strikes on Iran Are Reshaping Global Energy Markets and Financial Risks

Post 28th Feb’26, the US-Israel joint attacks on Iran and the subsequent developments, Crude oil prices surged by around 65% to 119.50 USD/bbl on 09th Mar’26 (in intraday) from 27th Feb’26 closing pricing price of 72.48 USD/bbl. Meanwhile, in OND’25, we advised our...
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,...