Insights.

News, expert opinions and investment reports from Merchant Group.

From The House

Perspective from across the chain.

A decade of trading across minerals, metals, energy and agriculture gives us a particular vantage point on where markets are heading. Here we share that view, from company news and updates to expert opinions and longer-form investment reports, spanning the full breadth of our work from the mine to the vine.

News and Updates

Moving up the value chain, from trade to source

Why Merchant Group is expanding beyond trading into production, and what owning more of the chain means for the partners we work with.

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Expert Opinions

The case for South African blueberries

Strong global demand for premium fruit continues to outpace reliable supply. We look at what makes the Western Cape a compelling place to grow.

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Investment Reports

Building resilient mineral supply chains

How disciplined logistics and trusted partnerships keep bulk minerals moving from origin to market through changing conditions.

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Expert Opinions

Why we moved up the value chain

A perspective on the shift from trading around a supply gap to closing it, and the long-term thinking behind owning production.

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Investment Reports

Metals and the long horizon

Reading demand across gold, silver and copper, and what a patient, integrated approach to metals trade can unlock.

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News and Updates

Logistics as competitive advantage

From rail siding to export shelf, why the quality of every link in the chain decides whether value lasts or leaks away.

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Want to talk through the market with us?

Speak with our team about partnership, offtake and investment across minerals, metals, energy and agriculture.