James Anderson’s Post

"Metals markets are being transformed by increasing demand from renewable energy installations, artificial intelligence and supply shortfalls. That’s encouraging some of the world’s biggest energy traders to get more involved in metals, a sector that’s been dominated by behemoths Glencore and Trafigura Group." Randstad Singapore #commoditiestrading #trading #commodities #metalstrading #workwithus #hiring https://lnkd.in/d-zB_rxK

⚡What's copper’s role in the energy transition sector? ⚡ https://okt.to/WXzEmI Recent production issues have hit mine output globally, leaving smelters scrambling for copper concentrates. This has pushed treatment and refining charges (TC/RCs) to record lows, while refined copper prices hit all-time highs on the London Metal Exchange. 📈 🔎 What does this mean for the copper market? Get the latest price data and news from our Fastmarkets experts Grace Asenov, Renato Rostás, Pingping Sally Zhang, Fleur Ritzema, Jingtai Lun, Albert Mackenzie, James McKeigue and Rae Boyadhis. 🔎 Learn more: https://okt.to/fltFv4 #FastmarketsMetals #EnergyTransition #copper

Copper has fallen behind aluminum in getting a green premium. Why? Onsite at the CRU World Copper Conference last week, I had the pleasure of meeting Kip Keen with S&P Global to discuss how a potential green copper premium will come down to market demand. As of now, widespread hesitation around copper’s ability to meet energy transition needs will continue to be one of the largest hurdles. Check out the full article here: https://lnkd.in/gxwjt37g

📈 Copper bulls were invigorated this week as the metal hit 14 month highs. 💡 Copper is a critical resource for the energy transition, but supply remains constrained by persistent underinvestment and geopolitical uncertainty. ✍️ This time last year Hosking Partners portfolio manager Django Davidson outlined the opportunity set presented by copper. ⛏️ The intervening period has seen prospective future supply further curtailed, most visibly amidst political wrangling over First Quantum Minerals's Cobre Panama mine. 🚲 Taking a long-term approach helps see through the volatility and offers exposure to a powerful capital cycle. Read Django Davidson's report here: https://lnkd.in/ebeKtHyr 🔗 For more insights Follow, and see here: https://lnkd.in/exHxqfud

Lower Royalty Rates Give Lithium Producers a Lifeline. Read more on this unexpected turn of events >> https://lnkd.in/gA4pVjZQ The decline in lithium prices since the beginning of 2023 has been significant, with battery-grade lithium carbonate prices dropping by over 80% by April 2023. Lower royalty payments would directly reduce miners' cost of sales. #lithium #carboncredits #carbonmarkets #carbonnews #carbonprices #climatechange #cleanenergy #decarbonization #energytransition #esg #netzero 

Lower Royalty Rates Give Lithium Producers a Lifeline. Read more on this unexpected turn of events >> https://lnkd.in/g4ruGTmh The decline in lithium prices since the beginning of 2023 has been significant, with battery-grade lithium carbonate prices dropping by over 80% by April 2023. Lower royalty payments would directly reduce miners' cost of sales. #lithium #carboncredits #carbonmarkets #carbonnews #carbonprices #climatechange #cleanenergy #decarbonization #energytransition #esg #netzero 

$10,000 a ton - what a milestone to reach for the first time in two years! This rally reflects the intense need for copper in electric vehicles and renewable energy, despite the challenges of soft demand from China and the high costs discouraging new mining projects. As the market dynamics evolve, industry leaders like BlackRock and Trafigura predict even higher prices are necessary to encourage the development of new mines to meet future demands. #CopperMarket #GreenEnergy #InvestmentTrends

How will copper miners remain competitive? With growing demand from clean energy initiatives and looming supply deficits, miners are investing in increasing their asset base in line with strong demand outlook, with exploration budgets reaching a nine-year high | EY Canada https://loom.ly/W2UmvO0

A lot of reporting on Glencore's decision to retain its coal business has concluded that the decision marks some kind of anti-ESG pushback, despite ESG-concerned investors wanting them to keep the coal mines and manage them down responsibly. Reporting has also been focused on investors wanting to retain the cashflows that coal mining provides. Interesting to see that Glencore has impaired its South African coal mining business by US$611 million, due in large part to declining coal prices and demand: "On account of weaker non-Pacific demand, export growth from Indonesia and stronger LNG supply growth, thermal coal price forecasts trended lower over H1 2024. As a result, our short-to-long-term South African coal export price assumptions (API4) were reduced by 7% over the short-medium term and by 24% over the longer-term. These lower price assumptions, together with ongoing export logistics challenges, have significantly impacted Coal SA’s expected overall returns." https://lnkd.in/gfuejBVV #coal #Glencore #SouthAfrica #investing #mining https://lnkd.in/giCFA6DM

Copper Prices Set to Soar in Q4 2024 🚀 Copper is on track to hit all-time highs by the end of the year, with analysts projecting an average price of $10,265 per tonne in Q4! While Copper prices have been volatile in 2024, this bullish forecast signals that the metal’s critical role in the green energy revolution is gaining momentum. Is your portfolio ready for the Copper boom? Read More: http://bit.ly/3CAQQGn #CELL #EVKRF #CopperProject #CriticalMinerals #EV #BatteryTech #Commodities #Investing