Commodities
Can Copper Supply Keep Up With the Electric Transition's Demand?
Electrification needs millions of additional tons of copper each year while mine supply answers in decades — the arithmetic of a looming squeeze, per the data.
Author
Trevor Nash
Trevor Nash covers sport the way a coach reviews a match: slower, and with the boring parts included. His reporting runs from match analysis and athlete profiles built on schedules and testing numbers to contracts and rights deals, commodity supply read from inventory data, game studio acquisitions, and grooming under competition conditions.
Articles by Trevor Nash
Commodities
Why Does Gold Rise When Real Interest Rates Fall?
The classic link between gold and inflation-adjusted yields broke down after 2022, and central-bank buying explains most of the gap.
Commodities
How Does the EIA's Weekly Oil Report Move Crude Prices So Much?
Every Wednesday at 10:30 a.m. Eastern, a table of inventory counts reprices the world's largest commodity market for an hour — here is the machinery.
Analysis
Is Index Concentration a Bigger Risk Than the Consensus Admits?
Ten companies now carry roughly two-fifths of the S&P 500, and the mechanics of passive investing transmit that weight directly into millions of portfolios.