Things are Hotting Up, Just Not the Weather — ChAICommodities markets continue to make the headlines, as the ‘commodities supercycle’ narrative gained further traction in recent weeks due…Feb 23, 2021Feb 23, 2021
The Supply Challenge — ChAIIn last month’s commentary (The Future is Green) we highlighted that spending on green infrastructure will boost metals demand…Dec 8, 2020Dec 8, 2020
Out on a Limb with Aluminium — ChAIAs LME Aluminium prices break above $2,000 per tonne, trading at multiyear highs, the market is focusing its attention on perceived…Dec 3, 2020Dec 3, 2020
Copper’s New Start — ChAITrading in China’s new international copper contract got off to a brisk start last week, with the new contract quickly reaching just shy…Nov 25, 2020Nov 25, 2020
The Future is Green — ChAIThe macro backdrop for base metals remains supportive, as strong demand from China — which has just announced a net zero emission target…Nov 10, 2020Nov 10, 2020
Aluminium outlook: Macro or micro fundamentals to rule? — ChAIInventories are the most important signal for ChAI’s aluminium price predictions, accounting for more than double the weighting of other…Oct 5, 2020Oct 5, 2020
Inventory Stories — ChAIEarlier this year the LME began to publish inventory data for stocks held off warrant within LME approved warehouses. We now have records…Sep 30, 2020Sep 30, 2020
Trade Finance Exodus — ChAIBNP Paribas is the latest bank to withdraw from commodity trade finance with the announcement this week of the closure of its Geneva…Sep 24, 2020Sep 24, 2020
Cleared for Takeoff — ChAIAs we reach the crunch point in the EU/ UK future trading negotiations, it’s a reminder that there will be big changes next year in all…Sep 16, 2020Sep 16, 2020
The 21st Century’s Great Game — ChAIA few years ago, the European Union’s focus was seemingly on shutting out hazardous metals, as it implemented its Reach regulation on…Sep 9, 2020Sep 9, 2020
