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Metals reports
Steel overcapacity in Southeast Asia – a looming threat and a path forward
Southeast Asia's steel industry is at a critical juncture. Despite robust demand, the region's production capacity is set to double by 2030, riskin...
Perspectives - metals and mining - February 2025
Metals markets should be enjoying the benefit of loosening monetary policy and a rebound in industrial production growth this year, but the looming...
Trump tariff turmoil – what does it mean for galvanized sheet and zinc
President Trump has decided to remove all the exemptions to the Section 232 tariffs on steel imports that his administration introduced in 2018. Th...
Déjà vu as Trump imposes tariffs on aluminium imports
On 10 February, President Donald Trump signed executive orders using the Section 232 mandate to apply a 25% tariff on steel and aluminium imported ...
Metals unshaken amidst DRC unrest
Conflict in the Democratic Republic of Congo between the allegedly Rwandan-backed M23 group and local forces threatens to impact the variety of met...
Global lithium strategic planning outlook Q1 2024
The lithium market continues to evolve at a breakneck speed. Our latest long term outlook includes updated supply forecasts based on announcements ...
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