ChAIThings 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…4 min read·Feb 23, 2021----
ChAIThe Supply Challenge — ChAIIn last month’s commentary (The Future is Green) we highlighted that spending on green infrastructure will boost metals demand…3 min read·Dec 8, 2020----
ChAIOut 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…4 min read·Dec 3, 2020----
ChAICopper’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…3 min read·Nov 25, 2020----
ChAIThe 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…4 min read·Nov 10, 2020----
ChAIAluminium 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…3 min read·Oct 5, 2020----
ChAIInventory Stories — ChAIEarlier this year the LME began to publish inventory data for stocks held off warrant within LME approved warehouses. We now have records…2 min read·Sep 30, 2020----
ChAITrade 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…2 min read·Sep 24, 2020----
ChAICleared 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…2 min read·Sep 16, 2020----
ChAIThe 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…4 min read·Sep 9, 2020----
