Everything on Commodities

US aluminum smelting is seeing a resurgence driven by 50% tariffs and Middle Eastern supply disruptions, with prices rising over 20% to $3,500 per ton.

Impact: Domestic producers like Century Aluminum and Alcoa may see increased margins due to reduced imports and higher domestic demand.

— from AI Chip IPOs, Biotech Surges, and US Industrial Resurgence · OHNE AKTIEN WIRD SCHWER - Tägliche Börsen-News· Apr 20, 2026

Albemarle is benefiting from a recovery in lithium prices (up 40% YTD) and internal efficiency gains, leading to a significant rebound in its stock price.

Impact: Signals a potential bottoming out of the lithium market and a recovery in the EV battery supply chain.

— from AI Boom Fuels TSMC Growth and the Lombard Rent Strategy · Alles auf Aktien – Die täglichen Finanzen-News· Apr 17, 2026

Gold prices are weakening despite conflict risks because surging energy costs trigger a flight to the USD for commodity payments, reversing de-dollarization trends and pausing central bank buying.

Impact: Investors must reassess safe-haven allocations, as gold may underperform the dollar during energy crises, and coordinated central bank sales could extend downside pressure.

— from Markets Slide on Geopolitics; Gold Weakens as Dollar Surges on Energy Demand · Alles auf Aktien – Die täglichen Finanzen-News· Mar 30, 2026