The Tech Bull Run — Are we going to party like it’s 1999? A word of caution. So far this year the Nasdaq index is up circa 38%. It seems that investors have decided that rather than leaving money in the bank (being eroded by inflation and negative rates) it’s…

India’s Increasingly Important Role in Global Recycling. In recent years, India has emerged as a key player in the global recycling industry. With its vast population and growing economy, the country has been facing immense challenges in managing its waste. However, instead of viewing waste as a problem, India has recognized the potential of recycling as a…

Uber finally generates some cash after burning through $25 billion of shareholder money. But when will it need more money and when will the competition regulator take a closer look? Uber shareholders were celebrating the Q2 results yesterday as they showed it created positive cash flow for the first time…

Iron Ore — China creates a new national champion to counter the big miners. The establishment of China Mineral Resources Group is no small event and could have a major influence on how iron ore contracts are negotiated in the near future. What’s in store for Iron Ore pricing? Anyone…

What you should know about elevated prices, global inventories, supply & demand and volatility. Prices We see elevated prices across the board — Oil, Metals, Agriculture. Most of this is being blamed on circumstances related to Covid, QE and global conflict. The fact of the matter is that prices were…

Anyone who is in the IT industry will know that Ukraine has some of the best programming talent in the world. Now young Ukrainians are using their technical skills to help their country. There have been numerous reports about cyber-attacks, originating out of Russia, hitting Ukrainian state infrastructure. Of course…

Mining companies will spend billions of Dollars on reducing C02 emissions over the coming decades. Yet just monitoring and managing their current power needs, can have a significant impact today. Managing industrial electrical systems is critical for lowering emissions, reducing costs and improving safety. The race to reduce CO2 is on, with many major mining companies pledging to reach “net zero” by 2050. They also have substantial interim targets for 2030. …

If you go back to September 2019 you will find the answer. You can’t read the news these days without finding an article on inflation. Around the globe prices and wages are on the rise. This is happening across the board from oil and metals, to consumer goods and services. …

As the EU carbon price pushes above €50/mt, extractive industries such as metals and mining will be increasingly motivated to move to carbon neutral. The consumers will ultimately pay the bill, but can they be sure what they buy is truly zero carbon? As more and more corporates pledge to…