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Commodity Evolution – NewsLetter March 2026 – Steel
The current evidence is a comprehensive picture for non-ferrous metals listed on the LME, where short-term dynamics are showing mixed signals, but the monthly trend remains clearly negative. Analyzing performance in dollars, only lead appears to be relatively...
LME Aluminium Near Multi-Year Highs: Between Geopolitical Tensions, Speculative Flows And Signals From The CEASI
The global aluminium market is currently going through a phase of strong structural tension, with prices once again moving close to multi-year highs. In recent weeks the metal traded on the London Metal Exchange has recorded a new bullish acceleration, approaching the...
The Conflict In The Gulf And The New Logistics Shock For Global Trade
The military escalation between the United States, Israel and Iran is producing an immediate effect on international logistics chains, with consequences that could become increasingly significant for global trade if the conflict were to last over time. The attacks...
Commodity Evolution – NewsLetter March 2026 – Tin
The last month of the non-ferrous metals market confirmed an overall positive picture, with widespread monthly performances in bullish territory in both dollars ($/ton) and euros (€/ton), and some particularly significant movements reflecting specific dynamics of...