Coal: Resilient Demand, Self-Defeating Rallies
Coal demand remains near record highs, but inventories and policy-driven supply response still argue against structural scarcity.
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Global Dry Bulk Trade Contraction and Market Pressures: White Paper May 2025 Issue
Global dry bulk trade is facing its sharpest contraction in nearly a decade, with year-to-date 2025 volumes down 1.5%, according to DBX data.
470 Views
Walker’s Weekly: Dr. Jim's Summary of Key Global Macro Developments - 27 March 2026
We put out a Weebits note earlier this week, focused on electricity generation in Asia, what we tried to do there was just give you an idea of...
359 Views
Geopolitical Rupture and the Age of Metals Stockpiling
Gold and silver prices reach new highs, silver momentum declining, Chinese crackdown on high frequency trading, base metals showing slight...
378 Views
Debating a New Up-Cycle
- Metal prices have seen gains, with gold, silver, and platinum performing well, while coal, zinc, and nickel struggle, US tariffs are in place...
789 Views