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The challenges of nickel supply in an EV world
The outlook for nickel is one of deepening deficits, falling stocks and rising prices. The widely anticipated expansion in electric vehicle (EV) sa...
The EU’s carbon border tax: aluminium trade at risk, steel sheltered
The EU Commission is set to propose a carbon border adjustment mechanism in June. In metals, steel and aluminium are the top two carbon emitters. T...
Global zinc long-term outlook Q1 2021
The near-term outlook for the zinc market is dominated by the ongoing coronavirus pandemic and the consequences of the actions of governments to co...
Global zinc short-term outlook February 2021
January's almost $300 retreat in the zinc price proved short lived, and the zinc price along with the rest of the base metal complex on the LME ral...
Illegal capacity and pollution: two threats facing the Chinese aluminium industry
Close on the heels of coal and steel, the aluminium industry is increasingly coming under pressure to moderate capacity growth. Implementing rules ...
How are power shortages affecting the copper market in China?
Since mid-2021, power rationing has hit at least 18 different provinces in China, across a broad range of sectors. The focus of provincial governme...
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