Looking further ahead, SMM expects global LFP capacity to reach 13 million mt by 2030. The rapid adoption of LFP batteries in ...

Persistent inflation, rising energy costs, and fundamental geological challenges, such as declining ore grades, are forging a ...

The broader lesson is stark. Preferences erode, markets shift and scale asserts itself. Countries that remain ahead of the curve are those that anticipate these shifts rather than explain them after ...

MTBA's structural carry remains attractive, offering a 6.01% yield over the last 12 months. Read why MTBA ETF is downgraded ...

Bitcoin fell short of bullish expectations in 2025—but writing it off in 2026 ignores macro shifts, institutional dynamics, and its evolving role in global finance.

While farmers have limited influence over the introduction of regulations, they have control over the advisory supports and ...

When a vehicle is no longer a one-time finished product but an evolving system, how will the industry's value anchor shift? In this sense, future new energy vehicles will resemble "Transformers" more ...

Our playbook for investing in commodities has historically been to identify high-quality assets that sit at attractive points ...

Nature provides essential inputs to the economy through ecosystem services. In Asia and the Pacific, accelerating biodiversity loss is eroding these services, increasing vulnerability to shocks, and ...

The bottom line: Our fair value estimate for no-moat Fortescue remains $16.60. Shares are overvalued, trading 40% above our intrinsic assessment. This is likely due to spot iron ore remaining strong ...

Explore how intelligent document processing transforms dark, unstructured data into actionable intelligence—enabling faster ...

For the past two years, China’s PV manufacturers have been locked in a cycle of intense competition and price wars.