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08 March 2017

China's closed iron ore mines unlikely to restart

Insight

China's closed iron ore mines unlikely to restart

Despite high iron ore prices, we do not expect closed Chinese mines to restart production. Based on costs alone, an iron ore price of US$80/tonne i...

22 November 2016

Zambia’s copper concentrate import duty: where’s the logic?

Insight

Zambia’s copper concentrate import duty: where’s the logic?

Details of the Zambian Government's 2017 budget have recently emerged with the Minister of Finance stating that "turning the economy around require...

21 November 2016

Strong China boosts world nickel demand: rationale and risks

Insight

Strong China boosts world nickel demand: rationale and risks

Chinese stainless melt production has accelerated in 2016. This is due to the ramp up of 6Mt/a of new melt shop capacity as well as a stimulus-driv...

28 July 2016

Will Guinea be to bauxite what the Pilbara is to Iron Ore?

Insight

Will Guinea be to bauxite what the Pilbara is to Iron Ore?

The global seaborne bauxite market needs a handful of projects to meet incremental demand requirements by 2030. Global seaborne bauxite demand is f...

19 January 2017

What drives Chinese flat steel demand?

Insight

What drives Chinese flat steel demand?

China's flat steel production is now vulnerable to downside risks. Increasing demand in manufacturing is unlikely to offset the long-term decline o...

01 March 2017

What is the impact of the mining audit on nickel production in the Philippines?

Insight

What is the impact of the mining audit on nickel production in the Philippines?

After releasing its initial mine audit results in September 2016, the Philippines Department of Environmental and Natural Resources (DENR) confirme...

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