On Thursday, 9 July, energy trader BB Energy announced that it has signed a $272.5 million one-year revolving credit facility (RCF). This follows volatility across oil and liquified natural gas… read more →
The unignorable urgency of the energy transition, the subsequent availability and affordability of clean energy technologies, the rise of artificial intelligence (AI) and data centres, and renewed interest in defence… read more →
The Financial Times reported on Tuesday, 7 July, that HSBC is reducing its exposure to private credit lending, telling clients it will not renew their lending facilities. Instead, the bank… read more →
Critical mineral supply chains are globally concentrated. China’s dominant position in the mining, processing, refining, and manufacturing stages of several critical raw material value chains has long been recognised, and… read more →
Aluminium is considered a critical mineral, and not for its use in kitchen foil. The metal is vital for the global transfer of goods, power transmission, and energy storage. But… read more →
From the European Union’s (EU) Critical Raw Materials Act to the US’ Inflation Reduction Act, critical minerals have become a cornerstone of modern industrial strategy. Governments worldwide have committed billions… read more →
Listen to this podcast on Spotify, Apple Podcasts, YouTube, and Podbean. It is easy to look at the fraught geopolitical reality – US tariffs, political tensions, and the disruptive role of technological innovation… read more →
The ostensible answer is the provision of liquidity, but in the modern age, the answer is not so obvious. The successive shocks of the COVID-19 Pandemic, the Russia-Ukraine conflict, and… read more →
Africa’s five largest economies by nominal GDP, Nigeria, South Africa, Egypt, Algeria, and Morocco, naturally command the attention of institutional capital. Scale signals opportunity, and with it deep markets, diversified… read more →
In an increasingly uncertain world, it can be oddly comforting to know that some risks persist no matter the geopolitical environment. Among them is currency risk, which affects almost anyone… read more →
