Market Thoughts
The commodity market is a whirlwind of change, sensitive to everything from global politics to the weather. Our Market Thoughts section cuts through the noise. We don’t just report on the volatility; we analyze it to bring you clear, actionable insights. Stay ahead of the curve with our expert analysis.
All Commodities
TransGraph delivers insights across commodities, empowering businesses with market intelligence, price trends, and risk management expertise globally.
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
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,...
Aluminum: Powering the Next Era of Industrial and Green Growth
Aluminum: Powering the Next Era of Industrial and Green Growth As the global economy transitions toward decarbonization, digitalization, and infrastructure renewal, aluminum has emerged as one of the most strategic industrial metals of the 21st century. Lightweight,...
India External Accounts – Trade Balance – October
India External Accounts – Trade Balance – October (Marketing Article) India’s Overall Trade Deficit deepened to USD 21.8 billion, up sharply from previous month's USD 16.6 billion, as Merchandise deficit rose by 58% YOY to USD 41.7 billion , from USD 26.2 billion in...
From Risk to Reach: How China Is Expanding Its Global Export Footprint
From Risk to Reach: How China Is Expanding Its Global Export Footprint China is steadily reshaping its export strategy by reducing its dependence on long-standing markets such as the US and putting more weight on ASEAN, Europe, Africa, Latin America, and other...