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Metals reports
Sheba Ridge nickel project
The Sheba's Ridge Project is a large-scale, undeveloped PGM-Nickel-Copper asset located in South Africa. It is configured as a proposed large-scale...
Global iron ore supply summary 2025
Iron ore producers are set to maintain strong margins in 2025, supported by resilient pricing and disciplined cost structures. Capital investment i...
Grasberg mine incident tightens already constrained copper market
A mudflow at Grasberg Block Cave on 8 September trapped seven workers, with the sensitive recovery of two bodies confirmed as of writing. Incident ...
China economic focus September 2025: What’s behind the investment downturn?
In the September China economic focus, we discuss the main reasons behind the slowing fixed asset investment growth: the anti-involution campaign, ...
Two Paths, Two Tales: China and India in Metals and Mining
This insight explores India's and China's shifting roles in the global metals and mining landscape, highlighting their contrasting journeys across ...
Why Chile’s costs matter for global copper development
Chile, which accounts for approximately 24% of global copper mine production, remains the world's leading copper producer. Its copper industry unde...
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