The Uranium Comeback: From Nuclear Winter to Energy Transition Essential
After decades in the shadows following Fukushima, uranium is experiencing a structural renaissance driven by the global nuclear energy revival, supply constrain...
The Copper Supercycle: Evidence, Timeline, and Price Targets for the Decade Ahead
Copper is at the centre of the most debated commodity market thesis of the decade: the energy transition supercycle. This deep-dive analysis examines the eviden...
Glencore CEO Gary Nagle: Leading the World's Most Complex Company
Gary Nagle became CEO of Glencore in 2021, inheriting one of the world's most complex commodity businesses at a pivotal moment when the energy transition was re...
Global Commodity Trading Summit Announces Record Attendance for 2025 Edition
The annual Global Commodity Trading Summit has announced a record 4,200 registered delegates for its 2025 edition, reflecting strong industry interest in energy...
Copper vs Aluminium: The Great Green Metal Race
Both copper and aluminium are critical materials for the energy transition, but they serve different functions and face different supply challenges. Understandi...
The New Energy Trade: How the Clean Energy Transition is Creating $10 Trillion of Commodity Opportunity
The global energy transition from fossil fuels to renewable energy is the largest single driver of commodity demand growth in history. Understanding which mater...
The Mining Industry's $200 Billion Investment Gap in Critical Minerals
The IEA estimates that an additional $200 billion of annual mining investment is required by 2030 to meet energy transition demand for critical minerals. Unders...
Africa Rising: Why Commodity Investment is Moving South
Sub-Saharan Africa is attracting unprecedented commodity investment as the energy transition creates demand for African critical minerals, infrastructure develo...
Why Mining Companies Are Struggling to Meet the Energy Transition's Metals Demand
The clean energy transition requires an unprecedented increase in metals production, but mining companies face a paradox: rising demand coexists with rising cos...