September 18, 2025

Column: Commodities could be on the verge of a new super cycle

Today, there are structural factors on both the supply and demand sides of the commodities equation that could catalyze the next boom.

September 18, 2025

Two-speed zinc market means China may get a chance to export

The last time China shipped out meaningful volumes of zinc was in 2022.

September 18, 2025

Column: Aluminum’s years of plenty are drawing to a close

According to Citi, this is a market that is "sleepwalking into the biggest deficits in 20 years".

September 18, 2025

Cobalt’s EV battery comeback as prices nearly double

The size of the electric vehicle battery cobalt market in August jumped to the highest since December 2022.

September 18, 2025

Zijin Gold said to draw GIC, Millennium as investors for Hong Kong IPO

The lineup of marquee names investing in Zijin Gold signals the world’s biggest listing since May will be in high demand.

September 17, 2025

Column: Soft China steel output shrugged off by robust iron ore

China, which accounts for just over half of global steel production, saw output drop for a third month in August.

September 17, 2025

Hong Kong expands gold market and invites China to participate

Hong Kong pledges to increase the city’s capacity for holding bullion to more than 2,000 tons over the next three years.

September 17, 2025

Deutsche Bank lifts gold price forecast to $4,000

The bank raised its forecast from a previously expected $3,700/oz in April.

September 15, 2025

Cheap Chinese coal is making it difficult to reduce consumption

Even after a couple of sluggish months, coal output is still tracking for another record this year.

September 15, 2025

China’s coal and steel output drop after production controls

Coal output dropped year-on-year for a second consecutive month and steel for a fourth.