Markets: Commodities
Indexable titles and thesis summaries. Interactive reading (charts, FX) lives in the reader app.
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Nonferrous metals industry deep dive · 2026 H2
Structural bull with divergence: copper/aluminum benefit from tight supply and electrification; lithium/cobalt move toward balance. Focus on self-sufficiency and volume. See copper brief.
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Copper: Supply constraints & grid CapEx map
Mine disruptions and grid/new-energy CapEx support the medium-term copper mid-cycle; near-term watch USD and China property-linked demand. Broader sector: nonferrous metals deep dive.