DRC’s Cobalt Export Quotas Become Permanent, Forcing Market Recalibration

In a move that could reshape the global cobalt landscape, the Democratic Republic of Congo (DRC)—which accounts for roughly 70% of the world’s cobalt supply—has announced that export quotas on the strategic metal will become permanent. The decision, confirmed by President Félix Tshisekedi and reported by Reuters, introduces a new era of state oversight that […]

Oil Prices Dip as Gaza Ceasefire Eases Geopolitical Risk Premium

After weeks of heightened volatility driven by Middle East tensions, oil prices took a sharp turn lower this week as a proposed ceasefire between Israel and Hamas eased fears of a broader regional conflict. Brent crude fell below US$87 per barrel, while West Texas Intermediate (WTI) slipped toward US$83, reversing gains built on geopolitical risk […]

Copper Smashes $11,000/t as Supply Disruptions Mount

Copper’s Breakout Signals a New Phase for Base Metals Investors Copper has surged past US$11,000 per metric ton, marking its highest level since May 2024, and sending ripples through global commodity markets. The rally — fueled by supply disruptions in key producing nations and speculative buying — is reigniting investor interest in the “red metal” […]