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Tag: commodity markets

Guinea bets bauxite dominance can reshape aluminum supply

EXECUTIVE SUMMARY – Guinea is using its dominant position as the world’s largest bauxite producer to pursue greater control over … More

alumina refining, aluminium, aluminium supply chain, bauxite, Chalco, china, commodity markets, Critical Minerals, downstream processing, export controls, Guinea, industrialization, local content, mineral beneficiation, mineral policy, mineral revenues, mining quotas, Resource governance, resource nationalism, Value Addition, West Africa

South Africa: Analysis – The silver rally is all about heat and is getting hotter

EXECUTIVE SUMMARY – Silver’s surge is being driven by a structural repricing as AI data centres create inelastic industrial demand … More

AI data centres, commodity markets, copper, energy transition metals, gold, infrastructure constraints, platinum group metals, silver rally, South Africa mining, structural repricing, supply shortage

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