What a decade of platinum shocks tells us about non-financial risk
Between 2013 and 2024, the South African platinum sector experienced sixteen documented operational disruptions. Each one followed a pattern. None of them were surprises.
How Persian Gulf Geopolitics Is Reshaping Global Energy Markets
Corporate disclosures and market data reveal how tensions in the Persian Gulf increasingly shape energy market dynamics.
How Copper Producers Are Framing Emerging Demand Drivers
A narrative analysis of how major copper producers describe emerging sources of demand between 2022 and 2024.
