Copper Is Not Short. Deliverable Copper Is.
Record copper prices next to record US inventories: why mobility, tariffs and gold by-product credits now set the price, and what buyers should check.
Read More ➝7 min read
Showing 19 of 19 articles
Sort by:
Tin's Demand Story Nobody Prices In: Solder, Semiconductors and the AI Build-out
Tin's demand story for 2026: how solder, semiconductors and the AI data-centre build-out are driving a structural deficit, and what it means for tin buyers.
Read More ➝5 min read
Antimony 18 Months On: Did the Squeeze Break, or Is This the New Floor?
Antimony 18 months after the squeeze: where prices settled, why the China-versus-rest price gap persists, and how buyers should contract for 2026–2027.
Read More ➝6 min read
LNG, Methanol, Biofuel: The 2027 Marine Fuel Transition and What It Means for Fujairah
LNG, methanol and biofuel bunkering are reshaping marine fuel demand by 2027 — what the transition means for shipowners bunkering at Fujairah and the Gulf.
Read More ➝8 min read
Molybdenum 2026 Outlook: Why the Stainless Steel Cycle Looks Different This Time
Molybdenum's 2026 outlook: why the stainless-steel cycle looks different this time, what's driving record moly oxide prices, and what it means for buyers.
Read More ➝7 min read
LC, SBLC, TT, DLC: A Buyer’s Guide to Commodity Trade Finance
LC, SBLC, TT or DLC? A buyer's guide to commodity trade finance — choosing the right payment instrument by commodity value, lead time and country risk.
Read More ➝9 min read
Tin Concentrate Sourcing in 2026: Why Thailand Beats Indonesia on Reliability
Tin concentrate sourcing in 2026: why Thailand now beats Indonesia on reliability as Indonesian tin exports collapse — a buyer's guide to secure supply.
Read More ➝7 min read
DRC, Mali, Indonesia: A 2026 Country-Risk Map for Critical Minerals Buyers
A 2026 country-risk map for critical minerals buyers: how export bans and resource nationalism in DRC, Mali and Indonesia reshape secure sourcing.
Read More ➝7 min read
One Year After the LME Russian Metals Ban: Origin Now Trades at a Premium
One year after the LME Russian metals ban: how non-Russian origin now trades at a premium for aluminium, copper and nickel — and what it means for buyers.
Read More ➝7 min read
Section 232 Goes Global: Trump’s 50% Copper Tariff and the Gulf Trade Flow
Trump's 50% Section 232 copper tariff is redrawing global trade flows — what the US copper tariff means for Gulf copper cathode suppliers and buyers.
Read More ➝7 min read
Copper Treatment Charges Hit Zero. Smelter Pain Is the Cathode Buyer’s Problem.
Copper TC/RC benchmarks have hit zero — why smelter pain is now the copper cathode buyer's problem in 2026, and how to secure reliable cathode supply.
Read More ➝7 min read
How Saudi Vision 2030 Became a Fly Ash Story
Saudi Vision 2030's construction boom is a fly ash story: surging KSA cement demand, NEOM, and what it means for fly ash supply to Saudi Arabia.
Read More ➝7 min read
Inside the IMO Net-Zero Framework: A $500/MT Carbon Cost Is Coming to Marine Fuel
The IMO Net-Zero Framework brings a ~$500/MT carbon cost to marine fuel from 2027 — what shipowners and bunker buyers need to know about the new rules.
Read More ➝7 min read
VLSFO vs HSFO + Scrubber: A 2026 Total-Cost-of-Ownership Decision
VLSFO vs HSFO + scrubber in 2026: a total-cost-of-ownership decision. Is the HSFO-VLSFO price spread wide enough to justify the scrubber investment?
Read More ➝6 min read
China Just Added Tungsten and Molybdenum to Its Export Control List. What Happens Next.
China added tungsten and molybdenum to its export-control list in 2025 — what it means for prices and supply, and how buyers secure non-China tungsten.
Read More ➝6 min read
Red Sea Rerouting: How the Cape of Good Hope Is Redrawing Bunker Demand
Red Sea rerouting via the Cape of Good Hope adds ~$1M in bunker per voyage — how the diversion is redrawing global bunker fuel demand and shipping costs.
Read More ➝6 min read
Tin Market Outlook 2024: Supply Tightness, Demand Resilience, Price Support
Tin market outlook: supply tightness, resilient demand and price support across Africa, the Middle East and Asia — the key risks for tin buyers to watch.
Read More ➝2 min read
Jebel Ali, Fujairah, or Khor Fakkan? A Buyer’s Cost Comparison for UAE Bunkering
Jebel Ali, Fujairah or Khor Fakkan? A buyer's cost comparison for UAE bunkering — where to bunker VLSFO and HSFO for the lowest all-in cost.
Read More ➝6 min read
Antimony Shock: Why Prices Just 27x’d in Sixty Days
Antimony prices 27x'd in sixty days — what drove the antimony shock, where prices go next, and how buyers secure antimony supply outside China.
Read More ➝6 min read