Supply chains spotlight

How supply chain disruptions and changing trade flows are impacting commodity markets

The complexities and opacity of global supply chains impact all commodity markets. The drive towards a low-carbon, sustainable future is giving rise to a new generation of markets with vastly different supply chains that pose new challenges and opportunities for all market participants.

We’ve seen not only how labor shortages due to the Covid-19 pandemic have affected the global production and distribution of metals and mining as well as forest products, but also how Russia’s war on Ukraine has vastly altered the movement of grains and oilseeds.

For new generation energy markets, recent policy changes and new regulations on the nearshoring of battery materials are adding a new layer of complexity to this supply chain.

If you’re interested in talking to us about how our insights and intelligence can help you create supply chain efficiency and transparency, get in contact today.
Read the latest news and analysis on supply chain issues

China’s decision to impose export controls on synthetic and natural graphite has heightened the need for a European strategic partnership across the supply chain to develop security for these critical materials, according to the European Carbon and Graphite Association (ECGA)

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

China’s electric vehicle (EVs) sector received a boost from government subsidies, with output and sales rising considerably year on year in September, according to the China Association of Automobile Manufacturers (CAAM) on Wednesday October 11

A rare earth mining project nearing completion in the midwestern state of Goiás has the potential to kickstart the development of a rare earth industry in Brazil, market participants said

Struggling economies, high interest rates and volatility across metals will be key talking points for market participants gathering in London for this year’s LME Week, to be held October 9-13

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