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Insights and perspectives on supply-chain risk management, crisis anticipation, and global market intelligence.
Latest Posts

Poland cuts copper extraction tax from 2026
Tax reform in Poland: how the copper tax overhaul reshapes investments, costs and strategic levers for the European mining industry


Big‑Bang douanier : l’onde de choc américaine bouleverse la filière métal française
Analyse Datafalk : comment la surtaxe US de 25 % sur l’acier et l’aluminium rebat la chaîne de valeur, les risques et les stratégies de riposte pour l’industrie française.


Lithium will bounce back ?! (Hmm no … )
Yet this is the headline of the newspaper Lesechos. Based on analyses by @citi and @Benjamin Louvet @OFI Invest AM. Journalist @Etienne Goetz explains why metal will eventually bounce back. This article talks about it as if it were a foregone conclusion and, in my view, can be misleading.You can always invest and say, yes,…


GoviEx Faces Setback in Niger
Yet this is the headline of the newspaper Lesechos. Based on analyses by @citi and @Benjamin Louvet @OFI Invest AM. Journalist @Etienne Goetz explains why metal will eventually bounce back. This article talks about it as if it were a foregone conclusion and, in my view, can be misleading.You can always invest and say, yes,…
