How a Taiwan Purchase Offer Led Us into the Semiconductor Materials Supply Chain Semiconductors | Photo by Laura Ockel Sometimes a business opportunity starts with a product list. Not a long meeting. Not a strategic presentation. Just seven names sent across WhatsApp. In August 2026, I received a Purchase Offer from a buyer in Taiwan through James Wang. The enquiry was for 7 materials: Iridium Chloride Copper Oxide Tungsten Carbide (WC) Tungsten Powder Tungsten Trioxide (WO₃)

How an Old Connection Opened a New Door to Critical Minerals & Advanced Materials. Sometimes, a business relationship does not make sense immediately. Sometimes, a transaction fails. Sometimes, you think you have already closed that chapter. And sometimes, a relationship you almost gave up on comes back years later in a completely different form. This is one of those stories. James Wang, Hirotoshi Kaneda and Me | Shot in June 2024, TST East, Hong Kong Three Weeks of BTC Tradi

When we talk about national security, we often think about borders, energy, defence and economic stability. But there is another form of security that is fundamental to every country: food security. A country needs reliable access to sufficient, safe and nutritious food to maintain the health and stability of its population. When food becomes scarce, unaffordable or unreliable, the consequences can extend far beyond agriculture. They can affect household incomes, public finan

Over the past five years, my journey in commodity trading has taught me something very important: You cannot build meaningful opportunities alone. Commodity trading is already a relationship-driven business. But when opportunities become larger, more complex and more strategic, I believe the importance of having the right people around the table becomes even greater. This is how my China Strategic Team came together. Today, I work with Michael Leung and Hary Mak as my strateg

Why Does Nitrogen Fertiliser Matter to Agriculture and Food Security? When we talk about food security, we often think about farmers, crops, weather and food prices. But there is another part of the story that is less visible — Agricultural Fertilisers. One of the most important fertilisers in modern agriculture is Urea 46N. Urea may look like a simple white granule, but its role extends far beyond the product itself. Nitrogen is an essential nutrient for plant growth, and ni

When you look at our Commodity Portfolio, you will see six categories: 01. Energy, Refinery & Petrochemical Products 02. Agricultural Fertilisers 03. Strategic Metals 04. Critical Minerals & Advanced Materials 05. Industrial Commodities 06. Agricultural Commodities At first glance, it may simply look like a way of organising different products on a website. But there is actually a reason behind these six categories. I did not choose them simply because they are commodities th