How Batteries And Lithium Are Powering The Energy Transition (LGIM)
Batteries have a critical role to play in the transition to net zero, with the rapid rise of electric vehicles (…
Commodity Markets Outlook
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Gold ETF Commentary: Outflows Continued In August (World Gold Council)
Physically-backed gold ETFs saw net outflows of US$2.3bn in July, equivalent to a 34t reduction in holdings.…
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Aluminum: Up Or Down? (CME Group)
Since reaching a short-term high in January, CME Group’s Aluminum futures contract has trended broadly lower. This…
Could Lithium Supply Constraints Delay The Energy Transition? (LGIM)
In a summary of a new LGIM whitepaper, we explore the complexities around lithium extraction, and consider how…
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