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Metals reports
China’s coal mines resume operations slowly: what does this mean for prices in H2?
China’s domestic coking coal price soared in H1, primarily due to an import shortage and domestic supply decline. But market expectation of fast-gr...
China's copper mines: Identifying key cost drivers
Over the past 18 months, the global copper mining industry has announced cuts of 865kt of metal from the market in response to lower prices. We cur...
Iron ore breakeven prices 2009-2025
Average seaborne iron ore breakeven prices have fallen to US$30/tonne (CFR China, 62% Fe fines basis) in 2016, a 16 % reduction compared with last ...
Iron ore: 5 things to look for in 2018
Iron ore's big drivers in 2017, Beijing's supply side reforms and commitment to maintaining stable growth ahead of the Party Congress, will have a ...
Is China to blame for the collapse of the US aluminium smelting industry?
The sharp price decline in the LME aluminium price in late 2015 forced substantial output cuts in the US. Following the 1 Mt output cuts and subseq...
Is the Inflation Reduction Act a game-changer for the US steel industry?
The Inflation Reduction Act (IRA), the largest climate and energy spending package in US history, is expected to boost clean energy supply through ...
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