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Metals reports
What is the short-term outlook for Europe's industrial gas demand?
Six months after the start of the energy crisis resulting from Russia’s invasion of Ukraine, the impact of astronomic gas prices on the industry is...
What the new critical mineral guidelines of the Inflation Reduction Act mean for OEMs
In December 2022 the US Treasury released a whitepaper proposing new guidelines that allow for minerals mined outside of US-FTA borders to be treat...
Where next for China's alumina capacity growth?
Will China continue to dominate global alumina capacity growth in the future? Against a backdrop of tighter environmental regulations and increasin...
Why Indonesian coal production is still increasing despite low prices
During our a recent research trip to Jakarta, we met with 15 stakeholders in the coal industry, including. They include producers, contractors , an...
Why is the LFP cathode supply expanding even in an oversupplied market?
Low costs, a good safety record and policy support have increased demand for lithium iron phosphate (LFP) cathodes, supporting new investments and ...
Will China’s policy-driven decarbonisation strategy succeed in lowering emissions in base-metals smelting?
In November 2022, the Ministry of Industry and Information (MIIT), the National Development and Reform Commission (NDRC), and the Ministry of Ecolo...
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