Market Minerals
-
The RMB Loop Is Running: Settlement, Slope, and the Fed’s September Decision
August’s data confirms the renminbi is in a self-reinforcing appreciation loop: a stronger yuan pulls in settlement, and settlement pushes the yuan higher — 6.74…
-
The Numbers Say the Earnings Mix Is Changing: +18.57% Broad, +437.6% on the Sci-Tech Board
5,550 A-share companies earned ¥3.58 trillion in H1, up 18.57%; the sci-tech board jumped 437.6%. Strip the hype away — the story is not the…
-
Material Efficiency Is the Factory Nobody Builds
A practical, evidence-led examination of material efficiency and circular production, focused on coordination, access, timing and the operating measures that turn a visible trend into…
-
Six trillion dollars of industry, one export control away
The IEA’s 2026 Critical Minerals Outlook carries a number the industry should sit with: $6.5 trillion of annual downstream production outside China could be at…
-
The Everyday Scandal of Things Built to Break
Planned obsolescence was never a conspiracy theory. It is an economic choice, and the economics are finally starting to change.
-
The Metal Nobody Talks About Is Quietly Deciding the Energy Transition
Copper is the metal the transition runs on, and the gap between what we have and what we need keeps growing. The market is starting…