Former Glencore traders launching an "eBay style" online platform, called Open Mineral, to connect buyers and sellers of mineral concentrates to modernize (disrupt) how concentrates are marketed worldwide.

Much has been written negatively about Glencore. But the stock chart tells a different story and something has changed. Despite the negative stories of Glencore derivative, CDS and copper bear market issues, money managers are buying it.

Across the 137 warehouses that the London Metal Exchange has begun tracking, 2 stand out.

Very interesting data point on zinc last week. Courtesy of industry consultants CHR Metals. These analysts calculated the average cost of zinc production across the mining industry. And came up with a conclusion that might surprise many observers.

The last few days have seen Western anti-Russian rhetoric and red lines escalate dramatically as the military and economic issues come to light in any push back against Putin's pressure.