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.
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The US Department of Treasury has released its definition of a Foreign Entity of Concern (FEOC) for the purposes of the Inflation Reduction Act (IRA) – and there are big implications for nickel.
Nearly 18 months since the first nickel-related lawsuit was filed against it in the English High Court, the London Metal Exchange has been cleared on all grounds and the charges against it dismissed.
China is once again flexing its proverbial muscles, imposing export controls on graphite and giving the Western world a reminder that it remains years ahead for certain aspects of the energy transition
The price of copper and capital costs will be central to Freeport-McMoRan’s decision on the timing of an expansion at its Bagdad copper operation in the US state of Arizona, the president of the US producer told Fastmarkets
The London Metal Exchange (LME) is trialing the expansion of its closing price methodology across five of its base metals contracts ahead of launching next year, the exchange’s chief executive officer told Fastmarkets
Nickel market participants rejected the idea of making nickel sulfate or other Class 2 products eligible for delivery against the Class 1 London Metal Exchange (LME) contract and want the exchange to instead focus on fixing the existing contract, according to the LME chief executive officer
While there’s more work to be done, stability has been restored to the London Metal Exchange nickel contract and confidence in its value as a pricing mechanism is starting to return, according to the exchange’s chief executive officer
The short-term outlook for copper is being understandably muted by investors’ macroeconomic and geopolitical concerns despite an ongoing positive story for the longer term, the chairman of Chilean state-owned copper producer Codelco said in an interview
Codelco is currently negotiating with fellow Chilean miner Sociedad Quimica y Minera (SQM) to create a lithium production partnership, the chairman of the state-owned copper producer told Fastmarkets
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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