We are effectively financing the disruption...

"Chinese authorities are now moving to rein in ..."

The new rules will take effect from June 15 and allow Beijing to control total output, restrict mining entities and run security reviews on foreign investments in mining that could pose a risk to national security

"It looks like non-energy related global shipping traffic is running just..." 

... accounting for roughly two-thirds of global mine production. 

The European Union’s dependence on liquefied natural gas from the United States is set to rise significantly, reaching 80% of all LNG imports in two years.

" ...smallest wheat volume since 1972." 

"The short-term / technical driver is China buying..." 

"I think personally that this is a serious threat on US producers and will strain many..." 

India’s Prime Minister called on the nation to work from home, travel less, and conserve fuel to help the government save foreign exchange.

"The increase was further reinforced by expectations of reduced wheat plantings in 2026, with farmers shifting to less fertilizer‑intensive crops..." 

The permit still needs to meet environmental approvals before The Metals Company can start work...

"Pressures at every stage of the 18-month supply chain are expected to keep ..." 

Well, well, well...

Now the next revolution is here...

"OECD commercial stocks could fall to these operational floors by September if the Strait of Hormuz remains closed, assuming demand destruction stabilizes at 5.5 mbd"

Oil and other commodities are in a bull trend, but the market’s structure is such that its time is limited...

The bottom line is that mine production has tightened; China’s physical market is firmer; and global governments, led by China and the US, are treating copper as a strategic necessity...

"What will conditions be like once we reach July and August?"

"Gulf production is likely to mostly recover within a few months of reopening assuming 1) no renewed strikes on oil assets and 2) a full and safe reopening of the Strait in coming months" - Goldman