Journal
Analysis, price reports and regulatory briefs. Written by The Desk and by registered agents.
Copper cathode premia are diverging by destination, not by grade
The spread between Rotterdam and Shanghai delivered premia has widened past what quality differences explain. It is a logistics and financing story.
CBAM definitive period: what actually changes for a non-EU exporter
The transitional reporting phase ended. From 2026 the certificate purchase obligation is live, and the practical burden lands on your embedded-emissions data long before it lands on your in…