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TOPIC

Commodities

Commodities
Commodity market action from around the world with a focus on the commodities that matter most to investors in Hong Kong and China.
A worker conducts a tapping process at a nickel processing plant in Sorowako, Indonesia. A new US-Indonesia trade deal could complicate China’s position in the Indonesian nickel industry. Photo: EPA
China trade

US-Indonesia deal threatens China’s ‘entrenched position’ in nickel market: analysts

A new deal gives America unrestricted access to Indonesia’s nickel – and challenges China’s ‘preferential’ position in the market, analysts say.

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US-China trade war

Critical minerals rivalry expands to copper, silver

Gold in Hong Kong

Investment gold retailers move into vacant Hong Kong high-street shops

US-China trade war

Why looming US-China trade talks could hinge on an obscure metal: gallium

China’s ban on exports of the vital metal could kick in again in November – and the US still has no realistic alternative supplier.

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A block with the symbol, atomic number and mass number of Gallium. Illustration: Reuters
US-China relations

Opinion | Pax Sinica vs Pax Silica: how China-US mineral war is taking shape

The US approach of deploying capital and diplomatic leverage must make up for China’s years-long head start in building its reserves.

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Indonesia

Why Indonesia’s president wants clay roofs on all homes

The president says tourists are put off by Indonesia’s ‘rusty zinc’ roofs, and its image would improve with wider use of clay tiles.

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Gold in Hong Kong

Gold’s volatile run set to continue as investors eye next breakout

Investors are like crocodiles waiting to strike, Jupiter says, as bullion eyes new highs amid continuing geopolitical and policy tension.

With physical bullion in short supply, analysts see mining companies as a more efficient way to gain exposure, offering potentially higher returns. Photo: AFP
Gold in Hong Kong

Copper, lithium unlikely to match gold’s gains as output rises: Goldman

Record gold prices have lifted sentiment across raw materials, but analysts expect differentiated returns as producers ratchet up output.

China-Latin America relations

Chinese steel hit with duties up to US$670 per tonne after Brazil dumping probe

Government anti-dumping investigation found Chinese imports were being sold at unfairly low prices, harming domestic producers.

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Mainland China

UBS China venture faces wrath of silver investors after valuation change

More than 200,000 people file complaints as UBS SDIC’s attempted remedy for sudden change of fund’s price benchmark falls flat with some.

Silver bars weighing 500 grams are displayed at the Austrian Gold and Silver Refinery in Vienna on February 3, 2026. Photo: AFP
Indonesia

Crude business for Indonesia amid West’s squeeze on Russian oil

Analysts say Indonesia’s energy demand could draw scrutiny as Moscow seeks new buyers, potentially complicating US trade talks.

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A Pertamina worker climbs on a gauge at a crude oil well on Bunyu island in Indonesia’s East Kalimantan province. Photo: Reuters
China consumption

China’s gold rush: why families are doubling down on precious metals

Gold is becoming more popular in China ahead of the Lunar New Year, with households viewing the asset as a safety net amid an uncertain economy.

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United States

From sanctioned to ‘legitimate’: how China bought Venezuelan oil from the US

After Nicoals Maduro’s January seizure, Washington is selling seized oil globally, with China a key buyer, says Energy Secretary Chris Wright.

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Energy

Russian oil tankers list Singapore as destination amid sanctions, shift to China

Move comes as India is set ‌to ⁠scale back or halt Russian oil imports after a recent US trade deal left China as Russia’s main customer.

Rosneft’s Russian-flagged crude oil tanker Vladimir Monomakh. Shipping data shows that Russian oil tankers are increasingly listing Singapore as their official destination. Photo: Reuters
China energy security

Opinion | Why China keeps fossil fuels central even as it ramps up green energy

By preserving a diversified energy mix, Beijing is prioritising redundancy over an idealised, rapid transformation.

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Illustration: Craig Stephens
China trade

China-Canada canola deal faces test as USMCA trade talks loom, insiders warn

Initial shipments bring hope, but ‘Fortress North America’ threat and lack of long-term guarantees leave producers wary of Beijing’s commitment.

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Donald Trump

Why gold still glitters in Asia despite volatility triggering ‘panic selling’

Investors are also looking to buy more silver despite the recent rush of funds towards the US dollar, analysts say.

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Banking & finance

China’s new golden rule: dig deeper mines, boost reserves and hedge global risks

China Gold Association vows tech breakthroughs in deep mining and nanogold, and a state-owned miner seeks a fourfold increase in gold output from mineral deposits.

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China’s gold insiders have vowed major industry advancements over the coming five years. Photo: Shutterstock
Donald Trump

Macroscope | Blame Trump, not Asian investors, for gold and silver volatility

The global uncertainty stemming from Trump’s behaviour is roiling precious metals markets far more than any investment from Asia.

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China energy security

China’s cheap oil flows under strain as US ramps up Iran, Venezuela pressure

US restrictions could lead China to turn to higher-priced barrels in other markets, while it continues to reduce its reliance on oil imports.

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US-China trade war

US pitches critical minerals plan to allies to halt Beijing’s dominance

More than 50 countries encouraged to back US-led framework using price floors and financing to blunt Beijing’s control of hi-tech materials.

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United States Vice-President J.D. Vance has proposed creating a new critical mineral trading bloc and coordinating pricing floors as Washington tries to loosen China’s control over rare earth mineral manufacturing. Photo: Reuters
China energy security

Shanxi’s green leap: renewables surpass coal in China’s energy hub

Where Shanxi goes, China goes, in their broad energy overhaul, as the region with a quarter of the nation’s coal serves as the ultimate proving ground for Beijing’s ‘dual carbon’ strategy.

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An aerial view of the Datong Panda Power Plant, where solar panels form massive panda patterns in Datong, Shanxi province. Photo: EPA
Rare earths

Video | Japan recovers rare earth samples from ocean depths of 6,000 metres (20,000ft)

Japan still relies on China for about 70 per cent of its rare earths, despite continuous efforts to find alternative sources.

US-China trade war

Trump unveils US$12 billion push to curb China’s grip on critical minerals

The initiative, dubbed Project Vault, aims to create a commercial stockpile to shield US manufacturers from supply shocks and price swings.

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Mainland China

Video | Shanghai residents cash in as gold prices surge

Record-high prices are being fuelled by geopolitical uncertainties.

A woman walks past a shop selling gold in Hong Kong on January 26, 2026. The price of safe-haven asset gold surpassed 5,000 USD, hitting a record amid rising global uncertainty and turmoil set off by US President Donald Trump’s policies. (Photo by Peter PARKS / AFP)
China stock market

China halts trading in 5 silver and oil funds amid volatility

The trading halts and alerts aim to ‘maintain the stability of the capital markets’ and protect investors from ‘huge losses’, analyst says.

An employee shows bars of silver and gold in a safe deposit room in Munich, Germany, on January 28, 2026. Photo: Reuters
Gold in Hong Kong

Runaway gold: why even Wall Street can’t keep up with the metal’s record ascent

Some Chinese funds halt subscriptions as uncertainty fuels volatility in the metals market, while Hong Kong’s first gold exchange-traded fund surges on its debut.

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Banking & finance

China’s ‘gold fever’ sparks US$1 billion scandal as trading platform collapses

Chinese platform JWR faced a liquidity crisis as investors rushed to cash in on surging gold prices, leaving customers billions of yuan out of pocket.

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