Insight
Metals & Mining Snapshot: winter refuses to warm prices
Report summary
In this month’s snapshot we focus on nickel, zinc and iron ore markets which all face an important juncture. • We hear from Andrew Mitchell, Research Director – Nickel Markets, on the feasibility of Tsingshan’s plans and what we need to see for positive sentiment to return. • Whether zinc smelters in China and the rest of the world can increase utilisation rates is still the critical issue. • The extent to which production will be curtailed over the winter period clouds the outlook for iron ore.
Table of contents
- Nickel – HPAL projects leach life out of nickel price
- Zinc – Stocks continue to fall but price response muted
- Iron ore – Winter shutdowns cloud outlook
Tables and charts
This report includes 3 images and tables including:
- Smelter utilisation
- BF utilisation rates in Tangshan and China's major steel mills
- Comparison of major Chinese steel mill BF utilisation rates
What's included
This report contains:
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