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Global iron ore short-term outlook October 2024
The 62% Fe CFR China price averaged US$104.0/t in October, up by US$10/t or 10.7% compared to the previous month. Stimulus announcements from Chine...
Storm in a teacup: Indonesian NPI heads to Europe
Why are European stainless mills importing nickel pig iron (NPI) from Indonesia? And how does this reconcile with the mills’ public differentiation...
Nerves of Steel: An exploration of Nippon Steel's potential acquisition of US Steel
Since its announcement in December 2023, Nippon Steel Corporation’s (NSC) proposed acquisition of United States Steel Corporation (U.S. Steel) has ...
Iron ore pellet market review
Iron ore pellets are a key catalyst for greening the iron and steel value chain. As pellets lead to better efficiency in blast furnaces and require...
Australia's iron ore market: Challenges and opportunities ahead
Australia's iron ore market faces significant challenges and opportunities. At our recent Perth Briefing, we discussed the impact of China's econom...
Global lead investment horizon outlook - Q3 2024
High interest rates raised in response to cost push inflation increased living and borrowing costs and pushed economies towards recession. But inte...
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