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Global aluminium short-term outlook February 2024
Having hit a month-end high of US$2231/t on 31 January, the official LME cash price has drifted lower during February. Prices are currently in a st...
Iron ore energy transition outlook 2024
Steel CO2 emissions are projected to decline by 30% to 2050 in our base case, falling short of the contraction required to meet current climate goa...
BHP eyes Anglo American for copper growth
This document analyses the potential combination of BHP and Anglo American – including valuation, strategic rationale and synergies. All these fact...
Steel energy transition outlook 2024
Leading steelmakers in Europe first came together in 2016 to develop a technology for fossil-free iron and steelmaking. Fast forward to April 2024,...
Global lead short-term outlook January 2024
2023's refined surplus removed much of any tightness that previously existed, but this hasn't left the market entirely awash with metal. Lead is en...
Global iron ore short-term outlook January 2024
Prices have been volatile over the last month. Near-term concerns around downstream demand in China during its weak construction season remain; how...
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