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Copper TC/RCs have plunged 89% since January, hitting record lows as concentrate supply tightens and demand stays firm. At the same time, the Middle East war has driven sulfuric acid prices – an important by-product for copper production - up 156% since mid-March, supporting copper smelters to mai‮…
India has established a strong foothold in the emerging clean fuels industry, leveraging its low-cost renewable energy resources to position itself as a competitively priced producer of renewable hydrogen and ammonia for both domestic industrial use and large-scale exports to buyers seeking to sec‮…
The Indian solar market has grown considerably over the past decade as the country continues to invest in its module and cell manufacturing capacities. However, the recent imposition of additional duties by the country's largest export market – the US – has restricted India's export opportunities.‮…
Global wheat prices have been rising since the Middle East war began in late February. Geopolitical tensions, higher fertilizer costs, and mounting weather risks in North America, and a potential El Niño in Australia are all in focus. At the same time, Black Sea new-crop wheat is competing with Au‮…
הצהרה: הפודקאסט והגרפיקה המוטבעים בדף זה הם מ-S&P Global Energy, שהוא רכושו של בעליו ואינו קשור או מאושר על ידי Listen Notes, Inc.