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Top-of-cycle conditions could prove enduring for metals needed in the global energy transition. Electric vehicles will require four times as much copper as a regular petrol or diesel cars. The largest investment-grade miners have never been more disciplined in their capital alloca...
Commodities are on the move. Copper is at an eight-year high and lumber has tripled in a year’s time. When asked about Bitcoin’s meteoric rise, Bob Iaccino commented that “Bitcoin appears to respond to global currency devaluation.” I believe this is the mos...
China may want commodity prices to stabilise but its environmental and economic goals suggest demand will remain strong. This is the trilemma facing the market, and the more officials bang the drum on these conflicting aims, the greater the risk of imbalance. A trade spat with its...
Metals prices are flirting with record levels, agricultural markets are trading at multi-year highs, and oil has staged an impressive recovery. The post-Covid-19 recovery is clearly bullish for commodities. However, what is less clear is whether we can call this a super-cycle. We ...
This article deals about my favourite trades for the green energy transition. The green energy transition is a once in a lifetime paradigm shift that we can trade and profit from. Copper and other metals used in the electrification process are undoubtedly a popular way to trade th...
Metal prices have been rising this year, in part because of a rapid recovery in consumer spending and manufacturing following last year's lockdowns. Constrained supply is also a major driver of metal prices. In some cases, such as copper and zinc, this has been from lockdowns in major...
Near-record supply chain disruption has led to fastest rise in global input prices since August 2008. Higher costs were passed through to clients at sharpest pace for over a decade in March. Shipping delays, elevated transport costs and higher commodity prices likely to feed throu...
An improved US household balance sheet and robust income growth supports consumer demand, while historically low inventories should keep order books very firm. This suggests the restocking cycle could be a prolonged one. US stock replenishment will continue supporting metals deman...
According to the International Lead and Zinc Study Group, global refined production rose by 1.2% over last year. It estimated a supply surplus of 533,000 tons in 2020. Spot treatment charges are even lower than contract terms. Reuters reports figures of $60-$74 per ton in China. Howev...
The magnitude of the stimulus over the past year may be driving inflationary expectations. This, combined with potential synchronized global growth and supply constraints, may all serve as tailwinds for commodity producers. VanEck Commodity Strategist and Portfolio Manager Roland ...
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