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Unlike gold, which trades almost purely as a monetary and safe-haven asset, silver carries a substantial industrial demand component, used widely in electronics, solar panels and a range of manufacturing applications. That dual identity makes it more sensitive to shifts in the growth outlook. …
Gold's relative resilience stems largely from its status as a monetary asset with limited industrial use. That makes it more directly tied to interest-rate expectations and safe-haven flows, and less exposed to concerns about a global growth slowdown. Crucially, gold also continues to benefit …
The primary driver behind copper's bounce was a renewed appetite for risk assets, led by strength in semiconductor and artificial intelligence-related stocks. As those sectors recovered, investors broadly rotated back into growth-sensitive commodities, and copper, long viewed as a barometer of global industrial activity, …
The immediate backdrop is a market still expecting the Fed to raise interest rates at least once this year. That expectation matters enormously for copper because higher rates typically slow construction, manufacturing and infrastructure investment — the core sources of copper demand. Every basis …
Industry data released this week showed that transactions of newly built commercial homes across ten major Chinese cities rose 19.2% year-on-year in the week ended July 5, a sharp improvement that has encouraged traders to reassess the demand outlook for construction-linked steel products like …
Port Hedland is not just another export terminal — it is the largest iron ore export hub in the world, having shipped 51 million tons in May alone and a record 575 million tons over the past year. China accounts for the overwhelming majority …
China Mineral Resources Group was established to consolidate the purchasing power of China's fragmented steel industry, giving Beijing greater leverage in price negotiations with the major global iron ore producers — BHP, Rio Tinto, Vale and Fortescue among them. Its expanding restrictions on Fortescue …
Industry reports out of China, the world's largest lithium consumer by a wide margin, point to intensifying competition between battery producers seeking to retain or grow market share. That rivalry has pushed companies to increase production schedules, which in turn has lifted lithium sourcing …
Beijing has been actively procuring energy storage systems specifically to manage the power loads generated by data centres, which are expanding rapidly to support the computing demands of AI development and deployment. Unlike electric vehicles, whose battery demand tracks consumer purchasing decisions and broader …
The mechanism is straightforward. LNG tankers have grown increasingly reluctant to transit the Strait of Hormuz after Iran struck a vessel passing through the waterway, tightening the availability of seaborne gas cargoes and pushing up prices for buyers who depend on them. Japan and …
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