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Join date: Jul 23, 2025
Posts (43)
Oct 1, 2026 ∙ 5 min
When Things Start to Price Money: From Copper to Compute
With global debt above three times GDP, scarce capability is setting the terms. Why minerals, processing and compute are becoming sources of power.
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Sep 22, 2026 ∙ 4 min
Beyond the Immediate, Back to the Substantive: Japanese Goldilocks
A weaker yen inflates the value of Japan's overseas assets and the cost of the resources it must import. Why that tension matters for US financing costs.
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Sep 10, 2026 ∙ 3 min
Copper, Tariffs and the New Race for Secure Resources
US tariffs, Chinese export controls and rising strategic demand are reshaping the copper market. We explore why secure access may matter more than price.
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George Griffiths
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Head of Dealing Desk
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