Articles

When De Tijd highlighted zinc’s vital role in the green transition, it might have sounded like a niche industrial story. Zinc may not appear on the European Commission’s list of “critical” materials, but its byproducts — germanium, indium, and gallium — are indispensable for semiconductors, fiber optics, batteries, and advanced defense systems. These rare metals place zinc smelters like Nyrstar at the heart of a geopolitical contest. As demand for critical minerals surges, Eu

As geopolitical tensions and fears of war escalate, the race for strategic raw materials has reached a fever pitch among the world’s major power blocs. Commodity giants such as Glencore and Trafigura are cashing in on global scarcity, posting record-breaking profits that underscore their growing dominance in the global supply chain. Traders Thrive Amid Geopolitical Turmoil A recent Bloomberg article confirms that the world’s top metal traders are among the biggest beneficiari

“You're losing.” With these harsh words, Jamie Dimon, CEO of the world's largest bank, addressed Europe today in the Financial Times....

In recent posts, I warned about Europe’s eroding grip on critical industrial capabilities. Now, new evidence from Australia confirms just...

'Critical infrastructure and smelting capacity are a national security issue and therefore they need some kind of government ownership or...

"Trafigura has been exploring a range of potential deals involving the metals business as it weighs the future of the unit, Bloomberg...