December 9, 2022

Inflation is the fourth horseman

Over the past year, relentlessly rising interest rates (because of the global fight on inflation), are putting pressure on borrowers, who are reportedly deeper in the red than ever before.

December 9, 2022

Gold stocks surging back

The gold miners’ stocks are surging back, amplifying their metal’s gains in a strong mean-reversion rally.

December 9, 2022

WTO says Trump’s metals tariffs broke rules as US rejects findings

The 25% tariffs on global steel imports and 10% import taxes on global aluminum violated basic WTO rules, a dispute-settlement panel said Friday.

December 9, 2022

World Gold Council sees positive 2023 outlook for gold amidst global uncertainty

Despite an “unusually high level of uncertainty” surrounding consensus expectations for 2023, on balance, a “mixed set of influences implies a stable but positive performance for gold,” the WGC says.

December 9, 2022

US bid for battery metals has Africa blind spot

Inflation Reduction Act could impact Africa metal producers.

December 8, 2022

Lithium price rally has more room to run, thanks to US climate bill

More than $13 billion of investment has been announced in the less than three months since Biden signed the IRA into law.

December 8, 2022

WTO rules against US tariffs on steel, aluminum imposed by Trump

Such a ruling, which has yet to be confirmed by the WTO, would undermine one of Trump’s most controversial trade decisions.

December 8, 2022

BYD considers US battery plant, refrains from selling EVs after Biden Inflation Act

BYD is pursuing a dedicated cell production site in America, buoyed by robust consumer demand for EVs.

December 8, 2022

Column: Copper mine supply wave arrives but will it be the last?

Copper's problem is the lack of visibility on where the next wave is coming from.

December 7, 2022

US floats new steel, aluminum tariffs based on carbon emissions

Countries with emissions exceeding the standards would pay higher tariffs when exporting metals to countries with lower emissions.