Platinum, palladium and rhodium are all vying to be the metal of the future – evolving vehicle technology will determine the ultimate victor. Dominic Frisby looks at the best ways to invest.
Donald Trump’s election gave commodities a boost last autumn. But now the trend has reversed, with metals especially weak. The culprit is the key driver of demand: China.
Aluminium futures have charged ahead of those of other metals in 2017, hitting a 22-month high in early March, but the rally has now faltered.
Lithium is the fuel of the clean tech revolution. That’s sent the stocks of lithium producers soaring. But we’ve seen this story before, says Dominic Frisby. It never ends well.
Copper has gained around 10% since the start of 2017. But don’t count on high prices lasting.
A potential peak in industrial metals prices could mean the US dollar is set to go higher. But nothing is certain, says Dominic Frisby. Here’s how he’s playing it.
Palladium reached a near-two-year high of almost $800 an ounce last week. And there may well be further to go.
Last week the price of uranium bounced by 10% after Kazakhstan, the world’s biggest producer, said it would cut output by a tenth, or 3% of total global production.
There can be few commodities that are quite as heavily despised as uranium. But 2017 could be the year it makes a comeback. John Stepek explains why.
The price of iron ore looks “unstoppable”. But the rally may have gone too far.
Zinc isn’t a glamorous, rare or particularly controversial metal. But it’s had a stellar year so far. Dominic Frisby examines way, and picks the best ways to buy in.
Zinc, this year’s best-performing industrial metal, has jumped by 50% because the market is so tight. And there’s more to come.
Platinum and palladium, used in catalytic converters for diesel and petrol engines respectively, have come roaring back this year, and there is scope for more price rises.
A headwind for British equities may be gathering strength: corporate profit warnings have reached their highest level since the financial crisis.
Don’t listen to the doom-mongers over British steel. The Welsh economy is doing perfectly well, says Matthew Lynn. But it could do even better.
On the face of it, things couldn’t look bleaker for iron ore, says Alex Williams. But the career of one mining boss gives a different angle.