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Gold in Brief
Welcome to the first Gold in brief update. We are excited to launch a new report highlighting the latest need-to-know events from the gold commodit...
All change, no change as LME bans new Russian aluminium
The LME’s ban on accepting Russian primary aluminium produced after 13 April has seen the exchange price jump by over US$200/t. The new rules, desi...
CBAM and aluminium: The devil's in the detail
Uncertainty and confusion surround the impact of the European Union's implementation of a Carbon Border Adjustment Mechanism (CBAM) on the primary ...
Global steel strategic planning outlook – Q1 2024
Steel will witness another year of uncertainty in 2024 as macro headwinds are still at play. Continued underperformance in the Chinese property mar...
Global lead strategic planning outlook - Q1 2024
Six years after ICEV sales peaked, global consumption has continued to set new highs and is forecast to rise by a CAGR of 1.0% in the period 2023-2...
Global lead short-term outlook March 2024
Lead markets have witnessed ostensibly bearish developments in March. LME stocks rose by 89 kt Pb to 268 kt during the month, with Singapore sheds ...
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