The Week That’s Done: November 6November 6, 2022
Beijing completes its space station and we benchmark the US-China space race – while the Fed keeps hiking, Maersk adds to recession fears, the Black Sea grain deal falters, and Canada orders Chinese lithium companies to divest. Plus: an OPEC for battery minerals?
The Week That’s Done: August 7August 7, 2022
Across wheat, gas, steel, the shortage crisis has calmed - but (largely) because of dropping demand, not rising supply. With manufacturing slumping, future food production threatened, buffer eroded, what happens next? Plus: Storm clouds gather in the UK and China throws a temper tantrum.
The Week That’s Done: June 12June 12, 2022
Gas prices hit all-time highs as inflation gallops ahead; Washington relaxes solar tariffs while playing softball with Russia's plunder; plus China stocks make (minor) gains, BYD makes bigger gains, and TSX launches a battery metals index
Factors Briefing: Week of May 16May 21, 2022
In a new era of shortage, adjustments are being made: Food nationalism rears its head in India, while in critical minerals automakers look to platinum over palladium; meanwhile, the US fails to incentivize greater oil and gas production while China scoops up Russia's at bargain basement prices