Get the inside scoop on the biggest stories in the natural resources sector from our special correspondent

In Hotter Commodities, special correspondent Andrea Hotter cuts to the chase on the biggest stories impacting the natural resources sector, what it means for the markets, and what the key risks and opportunities are.

Read the latest insights from Hotter Commodities below.

Read the latest Hotter Commodities insights

Until now, aluminium has been hard to move, not hard to find. Global aluminium supply had remained technically intact, even as output was curtailed in parts of the Gulf, inventory buffers were drawn down or repositioned, and shipping through the Strait of Hormuz was severely disrupted.

Guinea’s long-anticipated intervention in the bauxite market is beginning to take shape.

The aluminium market is being pulled in two directions by the Middle East conflict: upstream feedstocks sit in temporary buffer stocks, while delivering metal to consuming regions is becoming increasingly difficult.

Liontown Resources has revived its previously deferred expansion study at its Kathleen Valley mine and is weighing near-term orders for long-lead equipment, its chief executive officer said – the clearest signal yet that growth planning is returning to the agenda as lithium market conditions stabilize.

Fred Demler, a veteran of the metals industry whose career spanned more than five decades, has passed away at the age of 72.

For a brief moment, the mining sector allowed itself to consider a bold idea: Rio Tinto and Glencore in merger discussions.

The United States convened more than 50 countries in Washington this week for a critical minerals summit that delivered a flurry of new initiatives designed to reshape the geopolitics — and pricing mechanics — of minerals essential to semiconductors, electric vehicles and the defense supply chain.

Explore the critical minerals trade shift in the US as tariffs and pricing negotiations become a priority for the government.

Uncover the significance of Venezuela’s minerals and their role in revitalizing the economy and supply chains globally.

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Purple, Texture, Lighting

The definitive podcast for the critical minerals and battery raw materials markets. From uncovering market secrets to predicting future trends using Fastmarkets forecasting data, we’ve got you covered.

Video interview with Andrea Hotter

Watch this short video to hear a recent interview with Andrea Hotter of Hotter Commodities as she discusses the concept of ‘sustainable finance’ and what it actually means for investors.

She also looks at mixed messaging over carbon-neutral terminology and the impact that environmental, social and governmental (ESG) considerations and resource nationalism is having on the battery materials market

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Metal Bulletin • American Metal Market • Scrap Price Bulletin • Industrial Minerals • RISI • FOEX • The Jacobsen • Agricensus • Palm Oil Analytics • Random Lengths • Hardwood Market Report
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