Supply Constraints

Most mineral and metal prices are expected to edge higher in 2026, according to a forecast by Fitch Ratings, as steady demand from infrastructure, energy transition projects, and industrial activity offsets lingering supply-side…

Copper prices surged toward the $12,000-per-tonne mark as base metals staged a broad-based rally, driven by tightening supply conditions and renewed optimism around global industrial demand. The rally reflects growing confidence in…

The global copper market is heading toward a structural supply shortage rather than a short-term, sentiment-driven rally, according to industry analysts, as long-term demand continues to outpace new supply additions. Analysts note that…

In 2025, ruthenium, a lesser-known platinum group metal (PGM), has emerged as a standout performer in the commodities market, nearly doubling in price over the past year to reach $800 per troy ounce, according to metals refiner Johnson…