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Metals reports
Ukraine gas markets long-term outlook 2020
Reverse gas flows from Europe have been complimented by Ukraine's own modest gas production to meet recovering domestic demand. Direct Russian gas ...
What is the real nickel price?
With over 65% of global nickel production selling at a price below the LME price – what is the true nickel price? Arguably, the LME should no longe...
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...
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