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Discover how fear, deglobalization and AI are transforming the copper market. Insights from the Fast Forward podcast’s interview with David Lilley of Drakewood Capital.
An interview with David Lilley, founding partner at Red Kite and now director and co-chief investment officer at Drakewood Capital Management, for the Fast Forward podcast
European sawn timber markets began 2026 in a holding pattern, with cautious demand, broadly stable prices and storm‑related supply uncertainty shaping January trading across key regions.
Indonesia will maintain its ban on exports of crude palm oil mill effluent (POME) and crude used cooking oil (UCO) as President Prabowo Subianto doubles down on plans to secure domestic feedstocks for sustainable aviation fuel (SAF) production and position the country as a leading global aviation fuel supplier.
Wheat futures pushed higher across major exchanges on Friday February 20, supported by firm sentiment in the Black Sea and steady export premiums in key origins.
The German printing industry is grappling with declining demand, rising raw material costs, and tightening credit conditions, leading to a surge in insolvencies and site closures. Smaller firms are particularly vulnerable, as overcapacity and competitive pressure from larger players drive consolidation across the sector.
Your definitive podcast for the critical minerals and battery raw materials markets
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