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Category: Raw materials

Iron ore 2026: Guinea at the core of the emergence of a new market

The price of the 2nd most traded commodity (oil being number one[1]) is soaring. At a time of recovery and infrastructure plans, and illustrating the “back to basics” trend, iron ore is the object of all sorts of lusts. While some incumbent interests prefer to optimise their margins by letting prices rise, others are working […]

Energy, raw materials: Will there be enough for everyone?

The post-Covid world is multipolar, with at least three of the major poles competing for mineral resources and industrial production. Until recently, this competition was mainly reserved for the western poles – the United States and Europe. But a third continent has joined those two: Asia. The trend is inexorable. For the past 20 years, […]

Investments, trends and recommendations (Sept 2020)

Commodity markets’ upcoming revolution Growing trade conflicts and de-globalisation within the commodity markets will trigger a rewrite of many COMEX pricing contracts and a resurgence in regional exchanges by 2025. For the last 20 years, the international pricing of key commodities has been driven by the growing market in futures contracts. Today, as many prices […]

Investments, trends and recommendations (May 2019)

– Air transport in Europe: Don’t bet your shirt on this – Yuan: Quick!!  – Dollar: Discount on US staff! – Gold: Back to the standard _____________________________ Air transport in Europe: Don’t bet your shirt on this Low-cost airlines are being forced to cut more and more services that large companies are able to provide […]

Investment : Spotlight on silver

Silver has always stood the test of time, coming back as a winner, whether as an essential commodity or as a valuable investment. Since ancient times it has been the money of the people, used for trade, salaries and savings. While gold signified wealth and power, silver was the coinage of daily life and commerce. […]