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Commodity Market Report

Chile enhanced the security and diversity of its energy supply following the decline in Argentine exports in the mid-2000s. Due to the increasing e...

Insight

Positive price moves were seen across the bulks sector this week as Chinese steel production, inventory trends and power demand signals set a const...

Asset Report

China East Grid (S) is a generic costing of Søderberg technology smelters in the provinces of Anhui, Fujian, Jiangsu and Zhejiang that are not cost...

Insight

China’s economy will slow from the second half of 2021. Slower export growth, rising commodity prices, lacklustre infrastructure investment and exp...

Insight

Power rationing has impacted China’s economic growth since mid-September. We expect that constraints on power supply to persist before the end of t...

Insight

The 20th National Congress of the Communist Party of China (CPC congress) will be held on 16 October. We expect the 20th CPC congress to emphasise ...

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