The World Is Beginning to Look Like 2021 Again J-P. Pizzini May 12, 2026 Commodities The global economy is starting to rediscover a sensation it hoped had been buried with the pandemic: the slow suffocation of supply chains. Not yet... Read More
Ceasefire on Borrowed Time J-P. Pizzini April 16, 2026 Commodities The war has not ended. It has merely paused, briefly, uneasily, under the sort of arrangement that looks like diplomacy from a distance and like... Read More
India’s Industrial Dream Meets the Chinese Gatekeeper J-P. Pizzini April 15, 2026 Emerging Markets India wants to be the alternative. The factory floor the West can trust, the manufacturing platform that rises as China hardens, the industrial power that... Read More
Aluminium’s Surge Signals a Deeper Breakdown J-P. Pizzini March 31, 2026 Commodities Aluminium is doing what markets do when the system begins to fracture: it is moving first, and moving fast. Prices in London are approaching $3,500... Read More
The $170 Billion Reckoning J-P. Pizzini February 24, 2026 Developped World When power stretches the law, the bill eventually arrives. Thousands of companies are now preparing for what may become one of the longest and most... Read More