The stockpiling of critical minerals is an age-old response to a modern-day problem posed by China’s dominance over the supply of rare earths and other raw materials. That said, “Project Vault” will...

Warming US-India relations, centred around an agreement for India to purchase less Russian oil, risks tightening the global oil market. However, we aren’t convinced that India will curtail imports...

The potential for Venezuelan oil to be used, albeit indirectly, to refill the US Strategic Petroleum Reserve over the coming years gives us even more confidence in our view that a boost to US imports...

We recently hosted a Drop-In on the sell-off in gold and other precious metals. This Update answers six key questions on topics such as the role of leverage in driving prices, the macroeconomic and...