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Metals reports
Copper's CESCO week: 5 key talking points
Last week we attended CESCO week in Santiago, Chile. The gathering has been a regular fixture in the industry calendar for over twenty years, bring...
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...
Met coal in 2019: What did we learn?
In mid-2019, met coal prices fell from their lofty position by around US$50/t. Chinese import policies were the main reason, adding tension to the ...
Where is India’s economic policy heading after the election?
• We expect India to continue prioritising the infrastructure and manufacturing sector for the next five years, following the swearing in of Narend...
Metals deal activity Q4 2018 - at a turning point
Metals sector deal activity has picked up in recent months, with a number of large deals announced. We've identified over US$30 billion of pending ...
Can China's steel industry help meet the national target to reduce emissions by 2030?
CO2 emissions generated by China’s steel industry will peak in 2021. This supports the government’s claim that it will be able to cap its total emi...
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