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raw materials · sector mood
2022
year mood +0.26 · -0.33 to +0.60 across 12 mo
Monthly mood
bearish −1 +1 bullish
-0.75 -0.38 0 +0.38 +0.75 Jan Feb Mar -0.33 Apr +0.60 May Jun Jul Aug Sep Oct Nov Dec
month values ▾
JanFebMarAprMayJunJulAugSepOctNovDec
+0.50+0.00-0.33+0.60+0.55+0.50+0.35+0.30+0.25+0.00+0.25+0.20

Russia's invasion of Ukraine detonated a commodity shock, spiking nickel 250% in an LME-halting squeeze along with wheat, fertilizer, and aluminum, a massive windfall, before aggressive Fed tightening and demand fears cooled metals in the second half.

How this mood is scored ▾
Each day the model reads that day's news for the sector and asks, as someone who owns assets or makes their living in it: how am I feeling this month, and why? The month's mood is that running answer, tied to the specific events driving it (the story shown above). It leans on trusted, higher-impact reporting, and on the prior month when a month is quiet, so one loud headline can't swing it. The read updates daily through the month; once a month ends, its mood is locked. This year is read live from the news the pipeline actually collected (hover a bar for its story count). · last computed Jul 11, 2026
Top raw materials stories of 2022
Mar
LME halts nickel trading after 250% squeeze to $100,000 a ton finance.yahoo.com →

A massive short position held by Chinese producer Tsingshan triggered a historic squeeze, forcing the London Metal Exchange to suspend trading and controversially cancel billions in trades. The episode broke confidence in a key metals benchmark and showed war-driven stress in commodity plumbing.

Oct
US pushes Taiwan to restrict AI chip exports to China reuters.com →

The US is urging Taiwan to tighten restrictions on AI chip exports to China to prevent the illicit transfer of Nvidia hardware. TSMC, which produces around 90% of advanced chips and nearly all frontier-AI chips globally, faces pressure from a potential Nvidia deal linked to Chinese rare earth concessions.