MarketMind

MarketMind
180 posts
Metals

Copper’s Record Prices Are Exposing the Market’s Physical Supply Problem

Copper has moved beyond an ordinary commodity rally. In August 2026, London Metal Exchange cash copper reached a record $14,912 per metric tonne, while U.S. futures also traded near historic highs. Investor interest, a weaker U.S. dollar and tariff uncertainty...

Energy

OPEC and the IEA Now See Two Very Different Oil Markets

The world’s two most closely watched oil forecasters are no longer debating the size of demand growth. They are debating whether growth exists at all. In their August outlooks, OPEC forecast that global oil demand would increase by about 580,000...

Chinese currency
Forex

China’s Next Easing Move Could Reprice Asian Currencies

China’s next monetary easing decision may be made in Beijing, but its first visible effects could appear across Asian foreign-exchange markets. The renminbi increasingly acts as a regional reference point because China sits at the centre of Asian trade, manufacturing...

Energy

U.S. LNG’s Chokepoint Exposure Is Now a Global Gas Risk

Global gas security increasingly depends on two narrow points of failure. The first is the Strait of Hormuz, where disruptions have constrained flows representing nearly 20% of global liquefied natural gas supply. The second is less obvious but rapidly gaining...

Energy

The Next Energy Shortage May Be in Minerals, Not Fuel

For more than a century, energy security was largely measured in barrels of oil, cubic metres of natural gas and tonnes of coal. The next major constraint may look very different. As economies electrify transportation, expand power grids, build renewable...

Crypto

The Multi-Asset Crypto ETF Has Arrived

For years, regulated crypto investing largely meant choosing between Bitcoin and Ethereum. That era is ending. The United States now has exchange-traded products offering exposure to baskets of major cryptocurrencies, turning what was once a collection of individual token bets...

Tax

Could Governments Eventually Tax AI Differently?

Artificial intelligence is currently taxed much like any other business technology. Companies deduct eligible development costs, claim depreciation or capital allowances on infrastructure, pay corporate tax on profits, and collect consumption taxes on qualifying services. Governments generally tax the company...

Forex

The Canadian Dollar Is Once Again Trading Like an Energy Currency

The Canadian dollar has spent much of the past several years trying to escape its reputation as a simple commodity currency. Interest-rate expectations, U.S. economic strength, domestic productivity concerns and global risk sentiment have frequently mattered more than the daily...

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