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Supercycles and supply chains

- By: John P Sykes
Posted in: Blog, Commodities, Conferences, Mining, Travel

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In a recent in depth article we discussed “What’s hot, what’s not and why” in the commodities world, based on a presentation by CRU Group at the ITRI International Tin Conference last month. Looking at the medium term prospects for a number of commodities, the article concluded that for a commodity to be “hot” with strong positive price fundamentals it…
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What’s hot, what’s not and why?

- By: John P Sykes
Posted in: Blog, Commodities, Conferences, Mining, Travel

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At the recent ITRI International Tin Conference, metals and mining consultancy CRU Group presented an update of its "Commodity Price Climate Change" forecast. This has nothing to do with which commodities would benefit from an anthropogenically warmed planet (we'll cover that another day), but is a way of summarising their views of whether commodity price outlooks will be “hot”, “warm”,…
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