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Lithium Carbonate Prices Surge 50%: Can the Rally Hold Against Structural Demand?

Lithium carbonate prices in China are trading at CNY 187,500 per tonne on May 6, 2026, up 5.93% intraday and approaching their highest levels since 2023. The move, representing a roughly 50% gain year-to-date, reflects more than a short-termCommoditysqueeze. It signals a structural recalibration …

Nitish Kishor | 06 May 2026

Strait of Hormuz Closure Sends Aluminum to Four-Year Highs

Aluminum has surged 19% in 2026 as the Strait of Hormuz closure cuts Middle EastSupply. Ford, Molson Coors, and Keurig Dr Pepper are absorbing rising costs, andWall Streetsees no near-term relief.Key HighlightsAluminum on the LME has risen approximately 19% year-to-date in 2026, touching its …

Nitish Kishor | 06 May 2026

Gold Surges to $4,570 as Middle East Tensions Rattle Markets and Reshape Rate Expectations

Gold prices climbed sharply to $4,570 per ounce on Tuesday, staging a strong rebound after hitting a more than one-month low in the previous session, as investors sought refuge in the precious metal amid a rapidly deteriorating security situation in the Middle East. The …

Nitish Kishor | 05 May 2026

Lithium Carbonate Prices Surge 50% in 2026, Surpassing CNY 175,000 as EV and AI Demand Converge

Lithium carbonate prices in China have surpassed CNY 175,000 per tonne in May, extending a remarkable 50% rally since the start of the year and approaching levels not seen since 2023. The surge marks a decisive turning point for a market that spent much …

Nitish Kishor | 05 May 2026

Copper Futures Hit One-Week High Above $5.95 as Geopolitical Fears Ease and Demand Outlook Holds Firm

Copper futures in the United States rose to over $5.95 per pound on Tuesday, reaching their highest level in a week, as energy prices pulled back from recent peaks and investors reassessed the near-term demand destruction risks that had been weighing on industrial metals. …

Nitish Kishor | 05 May 2026

Natural Gas Futures Slip Below $2.80 as Export Slowdown and Ample Supply Weigh on Prices

U.S. natural gas futures fell below $2.80 per MMBtu this week as a confluence of bearish near-term factors overwhelmed the market, pushing prices to levels that are testing the patience of domestic producers and raising fresh questions about the timeline for a meaningful recovery. …

Nitish Kishor | 05 May 2026

Lumber Futures Remain Subdued Below $600 as Tariff Pressures, Weak Demand, and Underutilized Mills Cloud the Outlook

Lumber futures have remained pinned below $600 per thousand board feet since early April, weighed down by a combination of deteriorating consumer sentiment, Middle East-driven uncertainty, and a structural malaise in the U.S. housing and construction sectors that shows few signs of resolving in …

Nitish Kishor | 05 May 2026

Silver Rebounds to $73.50 as Gulf Tensions and Inflation Fears Drive Safe-Haven Demand

Silver prices climbed to $73.50 per ounce on Tuesday, staging a meaningful recovery after shedding nearly 2% in the previous session, as escalating hostilities in the Middle East reignited demand for precious metals as a store of value and inflation hedge. The rebound reflects …

Nitish Kishor | 05 May 2026

Newmont's Sixth Consecutive Beat: Can Gold Sustain Its Earnings Momentum?

A Consistent Performer in an Inconsistent Market

Nitish Kishor | 24 April 2026
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