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Metals and mining snapshot: long-term market themes

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Report summary

In this month s Metals and Mining Snapshot we highlight the key themes shaping the metal markets and some of the underlying drivers in our forecast long term prices including: Copper: is there a requirement for new project development? Aluminium: will the impact of Chinese environmental regulations be realised? Zinc: will the shortage of concentrate and refined metal persist? Iron ore: can falling prices squeeze out uncompetitive sources of supply? Nickel: will intense interest in EVs fuel a boost in demand?

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    M&M IIS Snapshot October.pdf

    PDF 938.74 KB

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    Metals and mining snapshot: long-term market themes

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