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

US regulators may get powers to conduct oversight and investigate price-reporting and price-setting entities in the aluminium markets if recently introduced legislation becomes law.

Investors keen to tap into the electrification of the world’s transport networks should look upstream to the battery metals market instead of buying shares in automakers, according to Ulrich Ernst, the chief executive officer of Blackstone Resources.

The aluminium market in the United States remains structurally short in spite of a series of recently introduced trade policies designed to benefit domestic producers, according to a senior executive at Vedanta.

Gécamines is to invite all of its joint venture partners to discuss the terms and conditions of their mining contracts with it in an effort to restructure them, the chairman of the Congolese state-run company said.

Global trader Glencore plans to resume royalty payments to a former business partner in the Democratic Republic of Congo (DRC), ending a legal dispute that could have resulted in severe disruption to its copper and cobalt mining operations.

Producing and then trading metal used to be the purview of just a few, with the supply chain more typically separated into silos and companies making occasional forays into different areas.

It took Elon Musk’s Tesla to rev up interest in lithium but the buzz surrounding the metal really stepped up in 2017 when several other automotive manufacturers joined the race.

Glencore plans to grow its agricultural commodities business in the same way it grew Xstrata in mining. The Big Four – Archer Daniels Midland (ADM), Bunge, Cargill and Louis Dreyfus – would be wise to pay attention.

China has been tweaking its regulations in a bid to tighten credit-lending standards and rein in rising home prices, but will restrictions push investors into lower tier cities, or into investments outside real estate, such as commodities?

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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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