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Metals reports
Value-in-use iron ore costs Q1 2025
The average global value-in-use (VIU) iron ore cost for Q1 2025 is US$55.6/t (62% Fe fines basis, CFR China). This cost is down 7.2% from the previ...
European decarbonisation: The risks of a stalled transition
Despite the looming approach of Europe’s Carbon Border Adjustment Mechanism (CBAM) and the associated scale-back of the free allocations under the ...
Indonesian regulatory policies clash with coal market realities
To help achieve its bold near-term economic growth projections, the Indonesian government is aiming to boost forex reserves and grow its budget rev...
Glencore to acquire Li-Cycle
This insight explores the journey of Li-Cycle, from big ideas to challenges with its commercial-scale processes and now the buy-out from a concerne...
Lens M&M : Evaluating the Operational and Economic Potential of a Collahuasi-QB2 Tie-up
Teck has reaffirmed the potential value of a tie-up between QB2 and Collahuasi, building on the recent MoU involving Los Bronces and Andina operato...
China’s coke crunch
Recent regulatory changes in China's Shandong province have disrupted petroleum coke production, particularly affecting independent refineries. Hig...
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