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

Watch this video with Emily Hersh, CEO of Luna Lithium, as she explains how the domestic lithium battery supply is currently developing in the US and how it will help to improve domestic lithium supply

Producers are increasingly finding it hard to transport their copper and cobalt out of operation sites in the Democratic Republic of Congo (DRC), due to truckers choosing to stay away from the country’s border

Logistical nightmares and truck driver shortages slow lumber and structural wood panel delivery

The natural flake graphite market continued to face availability issues because of uncertainties created by factors such as China’s anti-pollution efforts, Covid-19 outbreaks and global logistics disruptions

Imports from offshore suppliers fell sharply in the fourth quarter of 2021, North American offshore exports gained ground after a lackluster start

Anti-dumping duties to drop to 11.64% from 17.91% after third US Department of Commerce review

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