Cobalt hydroxide serves as a key intermediate product in the battery supply chain, typically processed further into battery-grade cobalt sulfate or other refined forms used in cathode materials for lithium-ion batteries, particularly in electric vehicles and consumer electronics. Price movements in this segment of …
The divergence between the two products offers a useful window into different parts of the steel supply chain. Scrap steel represents a primary raw material input, particularly for electric-arc-furnace steelmakers, and its price tends to reflect the availability of recycled steel feedstock alongside broader …
Titanium's primary end markets include aerospace manufacturing, where it is prized for its strength-to-weight ratio and corrosion resistance, alongside industrial applications, chemical processing equipment, and a smaller but growing role in consumer products. Persistent price weakness across a full year typically reflects softening demand …
The timing is notable. Retail gold demand in India, traditionally one of the world's largest consumer markets, has been subdued this week, with dealers offering bullion at a wide discount just to attract buyers amid sharp price swings. China's domestic consumer demand, by contrast, …
Unlike gold, which trades almost purely as a monetary and safe-haven asset, silver carries a substantial industrial demand component, used widely in electronics, solar panels and a range of manufacturing applications. That dual identity makes it more sensitive to shifts in the growth outlook. …
Gold's relative resilience stems largely from its status as a monetary asset with limited industrial use. That makes it more directly tied to interest-rate expectations and safe-haven flows, and less exposed to concerns about a global growth slowdown. Crucially, gold also continues to benefit …
The primary driver behind copper's bounce was a renewed appetite for risk assets, led by strength in semiconductor and artificial intelligence-related stocks. As those sectors recovered, investors broadly rotated back into growth-sensitive commodities, and copper, long viewed as a barometer of global industrial activity, …
The immediate backdrop is a market still expecting the Fed to raise interest rates at least once this year. That expectation matters enormously for copper because higher rates typically slow construction, manufacturing and infrastructure investment — the core sources of copper demand. Every basis …
Industry data released this week showed that transactions of newly built commercial homes across ten major Chinese cities rose 19.2% year-on-year in the week ended July 5, a sharp improvement that has encouraged traders to reassess the demand outlook for construction-linked steel products like …
Port Hedland is not just another export terminal — it is the largest iron ore export hub in the world, having shipped 51 million tons in May alone and a record 575 million tons over the past year. China accounts for the overwhelming majority …