Category: Futures, Options and Commodities
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Investment Opportunities in East and West African Industrial Agriculture
Introduction East and West Africa are witnessing a surge in agribusiness investment driven by rising consumer demand, urbanization, and supportive policies. Agriculture already accounts for about one-third of Africa’s GDP and employs half of the continent’s workforce (How Africa’s AfCFTA Agreement will boost its agriculture | World Economic Forum). With the African Continental Free Trade…
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Closing an Offshore Commodity Deal: The Golden Rule in Action
In the offshore commodity world—especially in physical gold transactions—deals succeed not because of endless documentation or drawn-out negotiations, but because of clear procedures, fast execution, and strong principal-to-principal relationships. The truth is, most deals fall apart because intermediaries delay introductions or overcomplicate what should be a straightforward process. Here are the key steps to closing…
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Silver Shorts Spiral Out of Control as PSLV Squeeze Looms — Is a Price Explosion Imminent?
The silver market is flashing red for the big banks holding short positions — and flashing green for contrarian investors betting on a historic squeeze. As of March 31, silver short contracts tied to the Sprott Physical Silver Trust (PSLV) have reached an eye-watering 28 million, up a staggering 4 million contracts in just over…
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The Complexities of a 42% Copper Concentrate Commodity Deal
FOB Terms and M1 Payments Against the LME Copper remains one of the most vital industrial metals in the global economy, and copper concentrate deals are at the heart of international commodities trading. But not all copper deals are created equal. When a buyer enters into an agreement to purchase copper concentrate with 42% purity…
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The Nechalacho Project Stands Out Among Canadian Rare Earth Resources
Operational Status Nechalacho is the first and currently only operational rare earth mine in Canada2. It began shipping concentrate in 2022, making it a pioneer in the country’s rare earth industry. Production and Scale By 2025, Nechalacho aims to produce 25,000 tonnes of concentrate annually2. This significant output positions it as a major player in…
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British Columbia’s Silver Mining Industry and Silver Price Dynamics
Overview of British Columbia’s Silver Mining Industry British Columbia (BC) has a rich history in silver mining, with production dating back to the late 19th century. Over the 1887–1997 period, BC mines yielded roughly 777 million ounces of silver, making the province a substantial contributor to Canada’s silver output. In fact, during the late 1990s…
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Stock-to-Flow: Unveiling the Best Store of Value Throughout History
When evaluating an asset’s potential as a store of value, scarcity is key. One of the most straightforward ways to measure scarcity is the stock-to-flow ratio—the relationship between the total existing supply of a commodity (the “stock”) and the amount produced each year (the “flow”). In this post, we’ll dive into the stock-to-flow ratios of…
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Limited-Time Investment Opportunity in West African Copper
We Are Through Peak Supply – Goldman Sees Copper Upside Breakout The global copper market is at a turning point. Goldman Sachs has reaffirmed its bullish outlook, signaling an imminent upside breakout in copper prices as supply constraints tighten. According to their latest analysis, we are now past peak supply, with dwindling new discoveries and…
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Tellurium: The Strategic Element Driving Tariff-Free Trade Between Canada and the U.S.
As global economies increasingly focus on renewable energy and technological advancements, certain critical minerals have risen in strategic importance. Tellurium, a relatively obscure but highly valuable element, has become a key factor in maintaining a tariff-free trade relationship between Canada and the United States. This rare metalloid is essential for modern technologies, from solar panels…