Mined over matter

A ceasefire in the Middle East and the reopening of the Strait of Hormuz would not only get oil and gas flowing but also support metals-producing supply chains. Consensus view is that a return to supply normality would put downward pressure on metals prices. But here we challenge that view – asking could the reopening be bullish for aluminium and copper prices?

Volatility across global energy markets is reshaping the debate around energy security and the transition pathway. In this episode, our experts explore the outlook for coal, LNG and renewables, and what changing demand patterns could mean for critical metals markets.