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Tag:Energy Transition

Cobalt

Energy Transition Investment Heads for $3 Trillion a Year But Minerals are the Constraint

📌 Key Takeaways BloombergNEF projects $2.9 trillion per year in energy transition investment over 2026–2030, up ~25% from 2025. Global energy transition investment hit a record...
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Copper

BHP Abandons Second Anglo American Bid

📌 Key Takeaways BHP Group has formally walked away from its renewed takeover approach for rival Anglo American following preliminary discussions The pursuit, which centered on...
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Nickel

Funds Move Into Nickel As Price At 5-Year-Low

Hedge funds and other speculative traders have amassed long positions equivalent to 272,000 tons on the nickel price, the most optimistic stance since the...
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Copper

Copper Hits Record High as Supply Squeeze Meets AI Demand

Copper has hit another record high, with U.S. futures settling at $6.6495/lb, up 38% from a year ago. And...
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Food

Food Inflation Is Back. This Time the Shock Starts Before the Harvest.

US grocery prices rose 0.7% in April, the sharpest monthly increase in nearly four years, while food-at-home prices were...
Copper

Copper Tops $14,000 as Supply Squeeze Pushes Market Toward Record High

Copper has hit prices $14,000 a tonne. The metal rallied for an eighth straight session on Wednesday, touching $14,196.50/t on...

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