Commodity Insights

Analyzing the underlying economic drivers and opportunities in mining production and investments

Market Snapshot: Q223
Commodity & Mining Investment Update

Fear and greed may drive markets, but there is one driver that remains stronger than both: need. For decades, developed markets have had limited need to think about, or value where metals and minerals are sourced from, as the world pursued the efficient allocation of resources on a global level (aka globalization). Globalization introduced heightened … Continued