Supply Chain.
MOFCOM Antimony Export Controls 2026: Whitelist, Licences, Nov 27
The 2026–27 catalogue authorises just 11 antimony exporters, No. 33 licences still gate every shipment, and the US suspension expires 2026-11-27. China's three control layers, decoded for buyers.
EUDR Compliance for Cocoa Imports: A Geolocation Walkthrough
Geolocation polygons, 2020-12-31 cut-off, due-diligence statements. What the EU Deforestation Regulation actually requires from cocoa importers — and what slips most teams.
Antimony Procurement Diligence 2026: The H2 Buyer Checklist
Metal is off its May peak but every export still clears MOFCOM licensing — and the US suspension expires 2026-11-27. Practical sourcing diligence for antimony procurement teams.
Refined Petroleum Supply Chains: Pakistan, Nigeria, East Africa
Pakistan 8-10 Mt/yr refined imports, EN 590 vs ASTM D975 diesel specs, Dangote ramp shifting Nigerian flows. The structural supply chain that delivers diesel and jet to the buyer.
Copper Supply Chain 2026: Surplus, Tightness, Logistics
Spot TC/RC near zero. Chinese smelter utilisation under 75%. Red Sea disruptions adding 10–14 days to Asia-Europe transit. The procurement implications.
Metal-Ore Supply Chain 2026: Five Disruptions for Traders
Red Sea reroute + Panama Canal restrictions + MOFCOM licensing + CSRD reporting + smelter capacity surplus. The five disruptions traders actually navigate.