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16 December 2022
Global copper investment horizon outlook - Q4 2022
Global copper investment horizon outlook - Q4 2022
The near to medium-term demand outlook is aligned with the trajectory of the global economy. Fears of a recession in the world ex-China remain for ...
15 December 2022
Iron ore markets short-term outlook December 2022
Iron ore markets short-term outlook December 2022
Iron ore prices rose to the highest level in four months, in excess of US$110/t, as the Chinese economy is reopening. But we will have to wait for ...
14 December 2022
Global Nickel Investment Horizon Outlook Q4 2022
Global Nickel Investment Horizon Outlook Q4 2022
Despite the LME's efforts to prevent a repeat of March's short squeeze, it appears that one has been coming since October. This might run into the ...
10 February 2023
Diversifed miners Q4-22 reported results review
Diversifed miners Q4-22 reported results review
China’s reopening and restrained guidance give miners room to outperform expectations in 2023. This quarterly report tracks production results and ...
13 December 2022
Global iron ore 10-year investment horizon outlook – Q4 2022
Global iron ore 10-year investment horizon outlook – Q4 2022
Iron ore mining investments will contract by 35-40% during 2022-2032 when compared to 2011-2021 driven by contraction in Chinese iron ore demand as...
13 December 2022
Global steel 10-year investment horizon outlook - Q4 2022
Global steel 10-year investment horizon outlook - Q4 2022
The global steel industry will continue to face a triple whammy of dwindling consumer spending amid rising inflation, supply chain disruptions due ...
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