Get the inside scoop on the biggest stories in the natural resources sector from our special correspondent

In Hotter Commodities, special correspondent Andrea Hotter cuts to the chase on the biggest stories impacting the natural resources sector, what it means for the markets, and what the key risks and opportunities are.

Read the latest insights from Hotter Commodities below and sign up to receive Andrea’s content as it is published.
Sign up today

Follow Andrea on her social networks so you don’t miss an update.

Read the latest Hotter Commodities insights

United States Antimony Corporation has been holding financing discussions with the United States Department of Defense (DoD) as it seeks to significantly expand the capacity of the country’s only antimony smelter, the company’s chairman and co-chief executive officer told Fastmarkets.

It was already getting more difficult to source nickel qualified as compliant to the Inflation Reduction Act (IRA). Under a future Donald Trump administration, it’s likely to get harder still, in the short-term at least.

Donald Trump has previously said he plans to repeal the Inflation Reduction Act (IRA), at least partially, and rescind its unspent funds.

Freeport-McMoRan is in the process of ramping up its new copper smelter in Gresik, Indonesia, in a move that has seen the company switch away from being a marketer of concentrates as it becomes a fully integrated producer in the country, the company’s chief executive officer Kathleen Quirk told Fastmarkets in an interview during the London Metal Exchange (LME) Week 2024.

Long-term demand trends in the copper sector may reduce cyclical price moves driven by short term factors impacting sentiment, Freeport-McMoRan’s chief executive officer Kathleen Quirk told Fastmarkets in an interview during the London Metal Exchange (LME) Week 2024.

Chilean copper producer Codelco has not yet concluded negotiations for its 2025 premium offer to European customers but remains optimistic that the recent stimulus in China will provide a further boost to demand, the company’s chairman told Fastmarkets.

The process to pick a partner for Codelco’s lithium properties in the Maricunga salt flat is highly competitive, with a result due at the start of 2025, the company’s chairman told Fastmarkets.

The copper concentrates market was suffering from a dislocation that would probably lead to smelting cuts, the chairman of Chilean state-owned producer Codelco has said.

The London Metal Exchange has unveiled a series of proposals which, if successful, could accomplish what it failed to achieve close to a decade ago: bringing the investment community into the fold.

Hear more from Andrea on our monthly podcast series
Purple, Texture, Lighting

The definitive podcast for the critical minerals and battery raw materials markets. From uncovering market secrets to predicting future trends using Fastmarkets forecasting data, we’ve got you covered.

Video interview with Andrea Hotter

Watch this short video to hear a recent interview with Andrea Hotter of Hotter Commodities as she discusses the concept of ‘sustainable finance’ and what it actually means for investors.

She also looks at mixed messaging over carbon-neutral terminology and the impact that environmental, social and governmental (ESG) considerations and resource nationalism is having on the battery materials market

Sign up to receive Andrea Hotter’s content as it is published

Fastmarkets combines the commodity intelligence of these familiar names:

Metal Bulletin • American Metal Market • Scrap Price Bulletin • Industrial Minerals • RISI • FOEX • The Jacobsen • Agricensus • Palm Oil Analytics • Random Lengths • FastMarkets and more