Blog
Mohamed Alabbar’s Dubai comparison spotlights Montenegro’s tourism execution gap
Mohamed Alabbar says Montenegro has more coastline than Dubai but draws up to ten times fewer visitors, arguing the difference reflects execution rather than geography. His…
How ceasefires influence gold markets through energy price dynamics
The impact of ceasefires on gold prices is often misunderstood. While conventional wisdom suggests that peace should weaken safe-haven demand, modern gold markets respond through a…
China’s copper supply chain control reshapes global markets
The global copper industry is undergoing a profound structural realignment, driven by the growing dominance of processing capacity in China. As mining jurisdictions struggle with rising…
Chile’s acid crunch threatens global copper supply chains
A shortage of sulfuric acid in Chile is exposing a key weakness in the global copper industry: reliance on specialised chemical inputs without which production cannot…
BHP Targets Copper Leadership in 2025 as Demand Surges and Supply Tightens
As global demand for industrial metals accelerates, BHP Group is placing copper at the centre of its long-term growth strategy. The shift reflects a deeper transformation…
Rare Earth Supply Crunch Deepens as China’s Dominance Challenges Western Industrial Strategy
The global rare earths sector is no longer a marginal corner of the mining industry. It has evolved into a strategic industrial ecosystem where processing, refining,…
Gold as a hedge in a system under strain: why investors look beyond traditional portfolios
As central banks expand balance sheets and sovereign debt rises, the assumptions behind standard portfolio diversification can break down during currency stress. Gold’s fixed supply dynamics,…
Asia Pacific Critical Minerals Mining: How Infrastructure Dominance Is Reshaping Global Supply Chains
The Asia Pacific region has become the central pillar of the global critical minerals mining system, not because of resource abundance alone, but due to its…
Lithium’s New Power Map: Mining Concentration, China’s Refining Bottleneck, and the Race to Secure Battery Supply
Lithium has shifted from a commodity to a strategic supply chain, with geopolitical leverage increasingly determined by who controls refining and battery manufacturing rather than just…
Cene struje u Jugoistočnoj Evropi pale 22/4 pod pritiskom hidro proizvodnje i rasta uvoza
Na dan 22/4 većina tržišta Jugoistočne Evrope zabeležila je dvocifrene procentualne padove cena električne energije, dok je mađarska HUPX dnevna bazna cena skliznula na 111,37 €/MWh.…