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Global copper short-term outlook June 2023
Volatility has prevailed across commodity markets amid a backdrop of growing uncertainty for both supply and demand. A lack of conviction in China’...
Global aluminium short-term outlook June 2023
The downturn in Europe continues to be led by the manufacturing sector. Meanwhile, demand in China has also disappointed. The post-pandemic economi...
Global lead strategic planning outlook Q2 2023
The stark contrast between China's deflationary and the ROW's inflationary pressures continues to be mirrored in lead markets. Relative LME price s...
Global nickel short-term outlook June 2023
Nickel prices fall again in June, and with all nickel forms in oversupply, are they heading for a longer-term decline? While China’s government ann...
Zinc strategic planning outlook Q2 2023
Despite growing concerns about the global economy our base case assumption is that a major global economic downturn will not occur in the near term...
Global Nickel Strategic Planning Outlook - Q2 2023
Nickel oversupply in the remaining 2020s, will switch to deficit in the 2030s so the mid-term outlook for prices is very much on the downside. Curr...
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