Disaster Averted - But Not Solved
Disaster Averted - But Not Solved The European Commission has proposed to delay the Deforestation free products regulation (EU DR) by 12 months.
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Did China Just Trigger Commodity Markets?
Did China Just Trigger Commodity Markets? China’s central bank last week announced a new stimulus package to the economy to curb the growth decline...
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Fund Managers Hate Commodities // EU Deforestation Law Disaster
According to the latest BofA fund manager survey, investors continue to sell commodities. Allocation-wise we’re now back at levels we were at the...
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Copper Inventories Back at Pre-Covid Levels & Oil Demand Cuts Everywhere
The world is seeing a major deceleration in oil demand growth led by China, with inventories set to rise next year even if OPEC+ were to postpone...
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It Got Quiet around Platinum and Palladium
If the demand for BEVs continues to surge, two metals could be supported by that fact which builds the investment case for platinum and palladium.
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