Simandou: China’s Pilbara Killer Comes of Age
An in-depth examination of the historical intrigues and geopolitical dynamics surrounding Guinea’s Simandou iron mine – one of the world’s last untapped major reserves of high-grade iron ore, and the central pillar of Beijing’s push to diversify iron supply lines away from the West.
Geopolitics and Protectionism Inflate Uranium Prices
Uranium prices are testing decade highs as the geopolitical upheaval of the Ukraine war and protectionism in major producers squeezes global supply.
Teke-Yaka Tensions See Violence Spread to Western DRC
A longstanding sectarian conflict, fueled by disputes over land rights and customary taxes, is fomenting violence in the once peaceful regions of western DRC.
Critical Minerals: Supply Eases as US, Canada Secure Supply Lines
A concerted effort by Canada, the United States, and other Western allies is helping to secure the supply of critical minerals and easing price pressures in the process.
The Impact of New Russian Sanctions on Metals Markets
The effects felt in the metals market across the next few months will likely prompt Western governments to provide funding and political backing for domestic mining projects.
Can Blockchain Revolutionize Commodities Trading?
New technology is upending old certainties in commodities trading, and for the first time ever grassroots investors can lead the way.
Soy Prices Slip from Post-Pandemic Highs
While down from their post-pandemic highs, global soy prices are still beating a slow retreat to historical averages amid robust demand from China and inclement weather in major exporters.
Global Wheat Markets Stabilize amid Ukraine War
After a price spike that reverberated around the world, wheat markets have stabilized, even as the Ukraine war grinds on.
Roads, Copper, and Cobalt: DRC and China Strike New Mega Deal
A new mega-deal between Sinohydro Corp and China Railway Group promises $7 billion in infrastructure investment for the Democratic Republic of Congo, a country that has struggled to leverage its vast mineral wealth as a development engine.
The Lobito Corridor: Washington’s Answer to Belt and Road in Africa
With the launch of the Lobito Corridor, Washington has made clear its intention to compete with China’s Belt and Road Initiative in Africa.