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Metals reports
Copsa Mica zinc smelter
Zinc smelting began at Copsa Mica in 1939, with the first ISF commissioning in 1966. However even with continuing increases in capacity, the overal...
Coronavirus (COVID-19) and its impact on commodities
The coronavirus (COVID-19) has quickly emerged a black swan event that may have repercussions for the Chinese economy. Other economies dependent on...
Coronavirus: impact on US gas markets (19 June update)
Summer gas burns are increasing and the economy is re-opening. However, on a weather normalized basis and despite extremely low gas prices incentiv...
Cracks emerge in Trump’s Section 232 aluminium tariff wall
President Trump’s Section 232 directive for aluminium opens up a Pandora’s box of trade conflict and legal confusion. At the time of writing, Canad...
Decarbonising Asia: meeting the energy challenge
Asia Pacific is the largest consumer and importer of energy and commodities. Its demand for natural resources will continue to grow long term to su...
Demystifying India’s metallurgical coal trade
Indian met coal imports are dominated by integrated steel producers who account for 85-90% of met coal imports. With increased spot purchases by a ...
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