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Global lead short-term outlook January 2023
The ending of Xi's zero-Covid policy has been a key macro development of recent months and it will no doubt encumber Chinese lead market activity i...
Global copper short-term outlook January 2023
As we enter 2023, the factors that have influenced copper prices have not gone away. Indeed, the challenges and uncertainties facing the global eco...
Industrial downsizing: How can China address overcapacity in steelmaking?
According to Wood Mackenzie's forecast, China's crude steel production will fall from 1,018 Mt in 2022 to 798 Mt by 2050, leaving up to 220 Mt of p...
Copper M&A: What is the (BIG) deal?
As part of our Copper Mine Cost Service analysis, we are starting a series of reports focused on Copper M&A. Every time there is a sizeable bid (of...
Global lead investment horizon outlook Q4 2022
While the repercussions of the war in Ukraine still reverberate, China’s sudden lifting of Xi’s zero-Covid policy has resulted in disorderly impact...
Global aluminium short-term outlook December 2022
It’s been a volatile year for the aluminium market. The impact of the Russia-Ukraine war, ongoing Covid issues in China, recessionary fears and con...
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