BLiNC Markets

Advisory | Research | Strategy

Aluminium’s Hormuz Shock: When Disruption Became Damage

What began as a freight and logistics shock has become something more serious for aluminium. The Gulf is no longer just...

Aluminium’s Hormuz Shock: How a Gulf War Turned Freight Risk into a Metals Rally

Commodity markets have a habit of reminding us that supply chains do not break neatly. When geopolitics disrupts oil and...

Coal’s Revenge II: How the Iran Conflict Repriced Indonesian Coal

For much of the past year Indonesian coal had been drifting lower. Then the Iran conflict rippled through oil and LNG...

Coal’s Revenge: How a Middle East Crisis Put the Black Rock Back in the Energy Mix

Energy markets have a habit of reminding us that fuels do not trade in neat silos. When geopolitics upends oil and LNG...

Stay Ahead of the Mining Insight

Subscribe to our briefing for expert analysis on mining trends, commodity outlooks, and regional project updates.