Supply Disruptions Drive Copper TC to Three-Year Low; Smelters May Cut Production
The suspension of First Quantum's Cobra Panama mine has caused a copper deficit, leading to a decrease in treatment and refining charges, increased...
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Mining The Gap For Low Carbon Transition Materials
In summary, the low carbon transition involves shifting from a high carbon economy to a green economy, requiring time, capital, and a change in...
518 Views
Positioning Watch – Has the Sudden Change in Rates Pricing Changed Positioning?
Happy Monday, and welcome to our weekly positioning update! Markets seem to be back to normal dynamics, with US indices slowly drifting higher with...
402 Views
Cocoa Reaches All-Time High - First Time since 1960 // Crack Spreads continue to Diverge
The price of NY cocoa futures has surged to almost $5,400 a ton, surpassing the $5,379 peak in place since 1977 ( roughly 46 years ago).
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SLOOS Survey: The US Economy Is Re-Accelerating and Money Growth Is Back!
The demand- and supply for money has bottomed out! That is the overwhelming conclusion from the quarterly survey on banking standards released by...
357 Views