global supply chains

Geologist James Cooper explains the commodty supply problem is real and is set to deliver higher metal prices in future.

I previously warned Livewire readers that China was about to increase pressure on critical metal exports... It has now played its hand.

As the US Department of Defence positions for supply disruption... Investors should be focussing at Rare Earths

Hoboken New Jersey is the wrong stop for Germanium. You really want to go to the original Hoboken in Belgium to score a baggie of Germanium

With energy and fuel prices falling, global supply chain pressures easing and slowing food inflation, what's left to keep CPI higher?

Former exploration geologist, James Cooper, details how you can capatalise on Europes desperate need for alternative critical metal supplies

The biggest tech companies in the US have grabbed all the headlines this reporting season. Disappointing quarterly results from Amazon and Meta have seen their stock...

China Property vs Commodities: China in general, but especially its property sector, has been a major driver of commodity prices over the past couple decades. There...

Backlog Backdown and Inventory Increase: This is one of the most intriguing charts on my desk at the moment, it shows our composite global PMI backlogs indicator...

Supply chain disruption and soaring energy costs have combined to form a perfect storm of inflation.  "The biggest risk on global growth and asset prices across...

Australia’s been known as the “lucky country” ever since Donald Horne penned a book by the same name back in 1964. According to Horne, Australia would’ve been a...

We're all well aware of the headwinds battering markets today - inflation, supply-chain pressures, and rate hikes. Yet it's easy, and misguided, to broad-brush the...

The numbers are quite staggering. In Australia, two out of every three businesses have been knocked by supply chain chaos, according to a survey conducted by the...

From containerloads of cars to construction materials and home furnishings, the global supply chain crisis has shown no signs of abating. As recently as January, the...

Whether you’ve been hoping to buy a new car, source fittings to complete a building project, or purchase a new iPhone, you’ve probably experienced frustrating delays...

For over a decade conditions for most asset classes could hardly have been better with low interest rates and benign volatility. This was underpinned and turbo charged...

It seems just about everything’s being blamed for supply chain issues these days, even the neighbour’s barking dog. But if you’ve tried to buy a new car or a...

The relative fragility of the global supply chain has been revealed by COVID-19-induced lockdowns, labour shortages, extreme weather, and more writes Cromwell's Peta...

It is one thing to run out of cars and have to wait a few extra months for your new Volvo, but what happens if we run out of food? A recurring theme since the onset of...

History tells us that geopolitics rarely matters for markets, except when it does, and then it’s the only thing that matters. Recent announcements from Western...