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Concerns over Tariffs: Uncertainty on International Trade Grows

Concerns over Tariffs: Uncertainty on International Trade Grows

Anxiety related to tariffs-as well as the already significant uncertainty over White House trade policy-increased this week as the April 2 deadline approached, the date by which several official communications on tariffs are expected. The Trump administration has...
The Global Race for Critical Minerals: U.S. and China Will Challenge Each Other on the Chessboard of Strategic Resources

The Global Race for Critical Minerals: U.S. and China Will Challenge Each Other on the Chessboard of Strategic Resources

The critical minerals industry is fast becoming a geopolitical battleground between the world's major powers. The United States and China are taking significant steps to ensure access to and control over mineral resources needed for energy transition, technology...
Crude Oil Prices: Recovery Between Volatility and Geopolitical Factors.

Crude Oil Prices: Recovery Between Volatility and Geopolitical Factors.

Crude oil prices have recovered after hitting their lowest levels since November 2021, amid heightened geopolitical tensions in the Middle East and renewed efforts by China to boost consumption. After reaching these periodic lows, oil prices stabilized slightly above...
Focusing on Fundamentals: The Key to Coping with Uncertainty in Commodity Markets.

Focusing on Fundamentals: The Key to Coping with Uncertainty in Commodity Markets.

Faced with the swinging and unpredictable trade policies of U.S. President Donald Trump, global commodity markets must adopt a clear strategy: ignore the background noise and focus on fundamentals. While the media gives great prominence to every new statement or tweet...
Commodity Evolution
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