This Month
- Analysis
- Investing
The ‘everything’ bull market is over
The next investment cycle could be marked by persistent inflation, higher rates and bigger governments. Investors will need to work harder to find returns.
- James Thomson
April
China buys cheap coking coal from Russia as world shuns Moscow
China is taking advantage of steep discounts to Russian coal, as Japan and European Union buyers move to ban imports because of Moscow’s war on Ukraine.
- Bloomberg News
IMF says LME governance needs strengthening after nickel fiasco
The LME has been criticised by investors for its handling of the crisis, when prices surged by 250 per cent in less than two days.
- Archie Hunter
A coal tycoon is making billions as the world turns green
After failing to find a buyer for his stake in Indonesia’s PT Bayan Resources, Low Tuck Kwong opted to buy more shares. It proved a very profitable decision.
- Yoojung Lee and Fathiya Dahrul
Liberum turns bearish on iron ore as seasonal drivers fade
Reliable seasonal restocking in China has peaked, and the spot price of iron ore is poised to plunge by one-third to $US100 a tonne during the June quarter.
- Timothy Moore
Exxon Mobil begins study of Gippsland carbon capture facility
The facility, which could be operational by 2025, could capture and store up to 2 million tonnes of carbon dioxide a year, the US energy company said.
- Timothy Moore
A market mystery: the ‘wheat whale’ that came out of nowhere
Traders could not figure out why the price of one of the most popular wheat contracts had shot up so suddenly that it prevented them from trading.
- Emily Flitter
LME metal inventories plunge to critical levels
Stockpiles of base metals at LME warehouses are at historic lows, sparking concerns of price spikes which could lead to another short squeeze.
- Alex Gluyas
Historic oil release unlikely to solve energy crisis
Strategists are sceptical the largest strategic oil release in history will be able to arrest the global energy crisis, as Russian President Vladimir Putin ramps up pressure on European buyers to pay in more favourable terms.
- William McInnes
March
Biden poised to use Cold War powers to boost battery metals
President Joe Biden appears set to bolster US production of the critical minerals needed for electric vehicles and other types of batteries.
- Gabrielle Coppola and Jennifer Jacobs
