For decades, commodity investors focused on supply-and-demand fundamentals. However, the models that guided commodity investing for much of the past 30 years were built on assumptions that no longer hold: stable trade flows, predictable geopolitical relationships, reliable access to global...

We’re not ready for the rising needs and the infrastructure takes years to build, says Anthony Milewski for Fast Company For most of the past decade, technology companies have had the luxury of treating raw materials as someone else’s problem....

Structural scarcity in critical minerals is not just an investment story. It is a business-building opportunity that most of the startup world hasn’t noticed yet. Key Takeaways We are entering a prolonged period of structural commodity scarcity driven by AI,...

HSBC warns of a commodity "super-squeeze" as copper traded near US$13,832 per tonne in early June 2026, close to its mid-May record of US$14,153 per tonne total copper demand expected to rise from 26.7 million tonnes in 2024 to 31.3...

the aluminium energy war is already visible in prices: the LME aluminium benchmark hit US$3,707.50 per tonne on June 1, a four-year high, as Middle East supply risk escalated the biggest producers have little spare room: China produced 45 million...

For decades, corporate treasuries followed a predictable playbook: Excess cash went into short-term government securities, investment-grade bonds or other highly liquid instruments designed to preserve capital. ​But in an era defined by supply chain disruptions, geopolitical tension and the accelerating...

Technology companies are still treating rare earth exposure as a downstream riskFor most of the past decade, the technology sector has operated with a blind spot. In the past, you could build large, valuable businesses without thinking too much about...

Indonesia’s nickel boom comes at cost: Indonesia now produces nearly two-thirds of the world’s refined nickel – up from just 6% a decade ago – but this rapid growth is fueled by coal-fired smelters and rainforest destruction Global Demand Soaring...

US Department of Energy launches Defense Production Act initiative to rebuild domestic nuclear fuel cycle, covering mining, milling, conversion, enrichment, deconversion, fabrication, recycling and reprocessing US uranium mines produced just 677,000 pounds of U3O8 in 2024, while US reactors loaded...

Commodity tokenization is emerging as a practical bridge between capital and the physical constraints shaping the next generation of industries. Commodity tokenization connects capital directly to constrained physical assets and supply chains. The real opportunity lies in verification, custody and...

tungsten prices surge to record levels, with Rotterdam APT trading at US$3,185/MTU, up 350% year-to-date and nearly 900% over 12 months China controls roughly 80% of global mine supply and dominates the downstream APT, powder and carbide chain tungsten demand...

mining under siege: coordinated disinformation campaigns now target mines worldwide; nearly 40% of monitored mines faced disruptive attacks, derailing operations and stock prices  geopolitical game-changer: hybrid tactics – from Wagner-backed propaganda in Africa to troll farms in Eastern Europe –...