Commodities

Strategic Commodities 2.0: Global Tantalum Supply & Demand

cc Hi-Res Images of Chemical Elements, modified, https://commons.wikimedia.org/wiki/File:Single_piece_of_tantalum,_about_1_cm_in_size..jpg

Next in our series on strategic commodities we examine tantalum, a conflict mineral with complex geopolitical ramifications for East Africa and beyond.

The Quad Comes of Age?

English: President Biden and Vice President Harris Meet Virtually with their Counterparts in the Quad; Prime Minister Narendra Modi of India, Prime Minister Scott Morrison of Australia, and Prime Minister Yoshihide Suga of Japan, source: Video; https://commons.wikimedia.org/wiki/File:President_Biden_and_Vice_President_Harris_Meet_Virtually_with_their_Counterparts_in_the_Quad.webm

Assessing the geopolitics and motives behind emergence of the Quad’s Leadership Summit.

Strategic Commodities 2.0: Global Tin Supply & Demand

cc Flickr Doggettx,modified, https://creativecommons.org/licenses/by/2.0/

Next in our series on strategic commodities we examine tin, a conflict mineral whose production is increasingly dominated by Asian states.

Emerging Markets Brace for US Interest Hikes

cc Flickr Adriano Makoto Suzuki, modified, https://flickr.com/photos/makoto-suzuki/13984227682/in/photolist-niJPFQ-Pkkrn8-2hDsnHr-2hDwcs2-JxyHhq-Anz643-EkgkUr-DqyRHJ-P8tJco-LHxTpK-2knE4QQ-Jseqkt-LyGDRn-DSTXsR-zpstH9-JNUzx1-BFzWxZ-M67f1X-L6wNHh-BseS2w-fuenTV-yy4RU-8hrZDA-emCAY2-pMBq5L-b5db2r-Zr5LdF-2knE4RB-2jLgnvR-L4izwL-2jd81sb-EeRCJV-2gbxr2y-Rqbj4r-2dPjrep-Ma76t2-2gG2GCK-2dweD6c-2i3sPNt-MJYYwP-2jcTzie-2h7kswU-2gTEnCQ-2dHauFN-2jipLps-2iNhrsw-HZ4Bjx-2gTGnnm-MYePS3-7BGHhq

Ahead-of-schedule rate hikes from the US Federal Reserve risk broadsiding vulnerable emerging market economies like Turkey and Brazil.

Strategic Commodities 2.0: Nickel Supply and Demand

A display near Sudbury's 'Big Nickel' in Canada, cc Flickr Mike Beauregard, modified, Mike Beauregard

Next in our series on strategic commodities we examine nickel, a lithium-ion battery input that many hope will one day supplant cobalt. But these plans could be upended by a supply squeeze looming on the horizon.

Infrastructure: Biden’s Next Policy Battle

cc Flickr nick fullerton, modified, https://flickr.com/photos/18203311@N08/4298790759/in/photolist-7xSqJ4-5sBb1r-5KXhfJ-xgX9f-ofwgL-4zmAWH-2hkpVFb-2g4iprE-5v9Ze3-7UdXjf-wZpT-cKvn51-2p9Tj-KyxZkk-ntStjM-F6W2Mx-H3MocW-2p9ZF-pKSPe4-8k6vMF-8k6wvD-8k6wLR-8k9HJU-E9tQWk-pdmosc-bkesw-2kDhavG-azBwEz-8rAthL-26aocC7-2hV8mi8-3KxFLo-2eoETtj-qZMrYA-6WJ6wY-ctfPb-o5h64b-xhjxQ-89m1mc-UEzYVu-6SnCj-2kGdYij-5PHuU9-7cmyqh-89pdHj-2iKFaiG-bVF46k-7vcBwZ-r2VArp-9jsuFr

Biden promised big things for infrastructure on the campaign trail. Can his administration deliver?

Global Forecast (3-7-2021)

GPM-placeholder-forecast

Examining the issues and hotspots that will be making headlines in the week ahead.

Cobalt Prices Surge as COVID-19 Recedes

cc Flickr Ivan Radic,modified, https://creativecommons.org/licenses/by/2.0/

Cobalt prices are surging, but is the market heading for a repeat of the false start of 2016-2018?

Inflation Whispers Spook Global Bond Markets

cc Flickr Federalreserve,modified, https://flickr.com/photos/federalreserve/47006304851/in/photolist-2eBMAKV-2dQHr2Y-288Z3rm-2hQFpit-2hQJ3kJ-2hQFuGz-2hq8EXk-2khCguk-D1wyRo-2iVEFmj-2jaDjRh-2jaEzhA-2jaACF8-2hY78pq-2hq8FMB-2jr9gYR-23DPFGo-2k3M34D-2iAgwa7-25jqEwE-2jaCZjt-2hQKkkV-2imErJc-2in2hau-2eBMAv6-2a561Dv-GbqKvY-2d29HSX-2g9MRD3-2bahHwD-2hq7WvD-2jr9gWX-2emDMrp-2dETXFR-2ggT2WF-25ha66V-2ht6Cft-QRuQoB-2df5bfx-Pg344T-2dfn9ER-2bV9RiW-2hhpakB-28hER8w-2gMaoJr-KJVWsT-2jaHwZi-2j4jT5p-28bsnfV-2fDiTke

Do spiking yield curves across the developed world harken the end of COVID-era monetary stimulus?

Striking Oil Is No Antidote for What Ails Cambodia’s COVID-hit Economy

cc Flickr Glenn Beltz,modified, https://flickr.com/photos/n28307/33200942298/in/photolist-SzRvrC-2hBksnf-2hLfSNc-2i4K6EB-2i4pnnM-2dZTpah-2euF7o8-2hiVcbD-2hMrzuj-25WYghM-2eBnBvG-3KAozn-4FawhR-jiUx9-6bL1gX-6Ez632-6Ez61B-jiUqV-69vEai-ccWzWG-9pLRJn-2eG9ZZV-QmzGca-2jRZVcc-2i5SW4Q-RRrAUS-zZPeGW-2jtUuKU-A1gkT1-zZP5A9-zLKnTV-zL5akW-z7Nhas-z54Jbo-A1oxMr-z3TTDN-zMuCTj-bcTn8P-zJwQ1n-z5bJqC-A3e67q-A2REWY-RruHiW-jzaouT-A3dYCJ-zLBq9m-zahV4t-zMAc6d-A2T22W-z7msaQ

Cambodia has extracted its first crude oil from the Gulf of Thailand. Yet with oil prices low amid COVID-19 and production peaking at 7,500 barrels per day, the impact on Cambodia’s economy will be marginal.

More Stories
Back to Top

Login

Lost your password?