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Metals reports
Global zinc long-term outlook Q1 2020
The zinc price has fallen sharply as measures to control the spread of the coronavirus trigger a rapid decline in zinc consumption and increased li...
Piedmont - Lithium mine project
Operated by Piedmont Lithium Carolinas Inc, Piedmont is a lithium mineral project located in North Carolina, United States. The project lies some 2...
Poços de Caldas aluminium smelter
The smelter is fully integrated with in-situ mine and refinery. A planned upgrade would lead to operating amperage rising to about 135kA, which wou...
Nickel in Indonesia: 5 things we've learnt from our March research trip
The nickel industry in Indonesia is developing at an unprecedented pace. We estimate year-on-year NPI production growth was 44% in 2018. Meanwhile,...
Nickel’s structural oversupply problem: China turns up the heat
Our July short term outlook shows a three-year aggregate surplus in the nickel market exceeding 630 kt by 2022. Yet for now, price makers show no a...
Metallurgical coal: Can prices continue to defy the global turmoil?
Metallurgical coal has avoided the worst of the global turmoil in commodity and asset pricing brought on by the Coronavirus. While not immune to th...
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