UNDERNEATH THE RADAR

Goldman Sachs frames the 5 key trends supporting a positive view on commodities

Alumina and Gallium lead the way for commodity performance in 2024

Chinese gallium exports collapse in 2023 as new policy takes hold

When the gallium price doubles and supply is cut off, what do you do?

Gallium price upward trajectory supported by pending customer demand for data centre power efficiency

Incumbent power generation has to get more efficient

Compound semiconductor industry to grow

US earning seasons and guidance highlights coming CAPEX cycle for generative AI