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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 ...
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 ...
30 November 2022
Global aluminium short-term outlook November 2022
Global aluminium short-term outlook November 2022
A month is a long time in the aluminium market. The official cash price ended October at just below US$2200/t, weighed down by concerns over global...
30 November 2022
Global lead short-term outlook November 2022
Global lead short-term outlook November 2022
Continued low spot TCs suggest that smelter capacity has not yet become a bottleneck for supply in the refined market, with lead prices instead bei...
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