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Aluminium supply: battered but resilient?
2022 was one of the most disruptive years for global aluminium supply with nearly 4.5 Mtpa capacity impacted due to the energy crisis in Europe and...
Global nickel short-term outlook February 2022
Nickel prices keep rising and then shoot higher as Ukrainian tensions drive speculation on how sanctions might affect Russian nickel supply. Meanwh...
Framing the future of zinc concentrate
Over the years, there has been a trend to increased trading in the spot market at the expense of frame contract business. This can be linked direct...
Global copper short-term outlook January 2022
2022 looks set to be another volatile year for copper prices. A confluence of rising geopolitical tensions, inflation and energy costs, as well as ...
Global iron ore short-term outlook January 2022
Iron ore has bounced back with a vengeance with spot prices approaching $150/t CFR in the final few days of January. We have raised our Q1 forecast...
Steel short-term outlook January 2022
China wants blue skies for the Winter Olympics. When the games begin, pollution control will tighten and steel mills will be expected to reduce out...
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