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Global lead short-term outlook November 2022
Continued low spot TCs suggest that smelter capacity has not yet become a bottleneck for supply in the refined market, with lead prices instead bei...
Global iron ore short-term outlook November 2022
Iron ore price recovered from below US$80/t at the end of October back to the US$100 mark at the end of November following a significant sentiment ...
Singapore Ferrous Week - Steel Value Chain Briefing
On 22nd July, Wood Mackenzie hosted a briefing at our Singapore office. We presented the outlook for iron ore and metallurgical coal supply and dem...
Diversified miners Q1-23 reported results review
The start of 2023 has seen animal spirits awaken among major mining companies. The acquisitions of Turquoise Hill and OZMinerals were completed smo...
Global nickel short-term outlook October 2022
Supply explosion and demand erosion keep the nickel market in surplus during 2022-2024. NPI doubles in two years while the ramp up in Indonesian MH...
Steel short-term outlook October 2022
Chinese real estate sector showed no signs of recovery, overshadowing healthy demand from the automotive and industrial sectors. Pessimism was also...
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