Global Coal Demand Steadies Amid Renewable Surge and Rising Power Needs
Global coal demand is projected to remain stable through 2025, despite the rapid expansion of renewable energy sources such as solar and wind, according to the International Energy Agency's (IEA) recent market report.
China to Launch Platinum and Palladium Futures
The GFEX recently announced plans to launch China’s first platinum and palladium futures contracts. This initiative aims to provide a domestic price hedging mechanism, enabling investors to understand the complexities of these precious metals markets more effectively.
EU Commits to 2025 Basel III Rules Amidst Predicted Market Shake-Up
The European Union confirmed on Thursday its final approval to implement the remaining set of tougher bank capital rules starting January 2025.
Gold Price Hits New All-Time High
Gold has reached a new all-time high, driven by increasing expectations for Federal Reserve rate cuts.
Vehicle Electrification Demands a Rise in Copper Mining
The electrification of the global vehicle fleet, aiming for net-zero emissions by 2050, necessitates a 55% increase in new copper mines. The shift to EVs elevates the demand for copper, essential for various components such as electric motors, batteries, and wiring.
Top 50 Mining Companies
At the end of the second quarter of 2024, the MINING.COM TOP 50 ranking of the world's most valuable miners revealed a combined market capitalization of $1.43 trillion, reflecting an increase of $42 billion from the end of March.
Diversifying with Small and Mid-Cap US Indices
In recent years, small and mid-cap US indices have been gaining significant traction among investors. This shift marks a notable departure from the traditional focus on mega-cap stocks, which have long dominated investment portfolios.
Industries and Companies Benefiting from Increased US Import Tariffs
As global import tariffs increase drastically, several companies and industries are certain to benefit. This shift towards protectionist policies will likely impact various sectors differently, with some flourishing under new trade barriers while others might face significant challenges.
Hedge Funds Hoard Cobalt Amid Battery Metal Slump
Hedge funds have been strategically accumulating cobalt, taking advantage of tumbling spot prices and a more liquid futures market. This strategic move comes as cobalt, a critical component for batteries, sees its prices plummet to the lowest levels in over seven years.
Understanding the Commodity Cycle Using M and A Activity
In investing, a prevalent belief suggests that a surge in M&A (mergers and acquisitions) activity can signal an impending market peak.
Bitcoin & Crypto-Related Stocks Ripe for Institutional Adoption
The cryptocurrency market is poised for a significant transformation as spot bitcoin exchange-traded funds (ETFs) are expected to receive approval from major wirehouses and large private bank platforms in the third and fourth quarters of this year.
China’s Hydropower Surge Drives Record Aluminum Production
China's aluminum production reached an unprecedented high last month, driven by the resurgence of hydropower resources in Yunnan province. After enduring years of drought that crippled electricity supply, the recent heavy rains have revitalized hydropower reserves, enabling smelters to reactivate previously idled capacity.
S&P 500 & Nasdaq 100 Near Highs Ahead of Key Inflation Data
The S&P 500 and Nasdaq 100 have approached all-time highs, signaling a robust start to June for U.S. equity markets. This positive performance comes despite June historically being a weaker month.
Uranium's Double-Edged Sword: Rising Demand Meets Increasing Supply
The uranium market has experienced a significant surge, with prices doubling from just over $50 per pound in April 2023 to more than $100 per pound by January 2024.
Platinum Deficit Persists
The platinum market is set to experience a deficit throughout this year, as the deceleration of the electric vehicle revolution intensifies the demand for automakers.
Silver Soars -Demand & Deficit Drive 2024 Rally
Silver has emerged as one of the most dynamic commodities in 2024, recording an impressive surge of nearly 25%, outstripping gold and becoming one of the top performers among major commodities.
The True Value & Viability of Investments Amid Fierce Competition & Shifting Market Dynamics
The semiconductor industry, characterized by rapid technological advancements and intense competition, presents unique challenges and opportunities for companies like Micron Technology.
Retirement Wealth
Investment trends among retirees are changing, with an increase in stock ownership among older adults. Recent data reveals that individuals over 55 now hold 80% of stocks owned by Americans, marking a significant increase from two decades ago.
Insights on the Copper Surge
Copper continues its upward trajectory, hitting its highest level since June 2022 as investors anticipate a struggle to keep up with rising global demand. This surge is driven by a combination of factors, including a supply shock late last year and better-than-expected consumption as global manufacturing activity picks up.
Japanese Companies Eyeing U.S. Acquisitions
In recent years, Japanese companies have increasingly turned their sights toward expanding their presence in the United States through strategic acquisitions.