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Further Analysis & Commentary
Glencore’s Copper Growth Strategy Faces a Reality Check
The discovery of a centuries-old ceramic vessel at Glencore’s El Pachon copper project in Argentina is a reminder that the…
Markets Stabilise as Europe Hits Record and Metals Reprice
Global markets stabilised after recent bouts of volatility. In the US, major indexes climbed sharply with the Dow rising 1.1%…
An Outlook on Private Credit
Private credit, which involves lending by non-bank institutions, has grown rapidly in recent years as borrowers seek flexible financing solutions.…
Gold, Data Centres and Energy Storage: The Infrastructure Trade Defining 2026
Gold ripping through US$5,000/oz looks like a pure “fear trade” on the surface. But the more interesting angle is what’s…
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